Does Seraf offer administrative access for Funds?

• Primary Account - This account level has complete access to add new funds, change the billing information and add/edit and view all data, including the ability to assign and revoke privileges to other users. If subscribed to Seraf's Deal Flow module, the Primary Account holder has full access to deal flow features, including Deal Flow Settings and applications. When subscribed to Seraf's Currency module, the Primary Account holder is the only user who can select which currencies to track in the account as well as use all other currency features. 
   
• Administrator Account - This account level can be granted on a fund by fund basis by the Primary Account and allows admins to add/edit and view all data within the fund(s) to which they've been granted access. They cannot add/delete funds, assign/revoke admin access to others, or change billing information. If the fund account is subscribed to Seraf's Deal Flow module, Administrators have full access to deal flow features, including Deal Flow Settings and applications. When the fund account is subscribed to Seraf's Currency module, administrators can use all the currency features with the exception of selecting which currencies to track in the account.
    
• Investor Account - This account level is "read-only" and typically granted to investors, LPs, advisors and board members. Investors can view the performance of the fund, their personal capital accounts where relevant, and access documents to which they've been assigned visibility.
  
  
• Deal Flow Advisor - This account level can add, accept, view, add notes to and edit prospects within the Deal Flow section for the fund(s) to which they've been granted access. Users cannot modify Deal Flow Settings nor can they edit or create application forms, but they will be able to access all other parts of Deal Flow, including the Dashboard, Pending Applications, Pipeline, and Analysis.
  
  Additionally, users will be able to view, but not edit, the Portfolio Management side of the account, including viewing the Fund(s) holdings and metrics. This option is only available to Fund accounts subscribed to Seraf's Deal Flow module.
  
  
• Deal Flow Observer - This account level is essentially "read-only". Users can only view prospects within the fund(s) to which they've been granted access and add notes for themselves and administrators. Users can view the Dashboard, Pipeline and Settings (application form and link, if any), but cannot see the full Deal Flow Settings, Pending Applications or Analysis tabs. They cannot edit anything in this observer role other than their own notes.
  
  Additionally, users will be able to view, but not edit, the Portfolio Management side of the account, including viewing the Fund(s) holdings and metrics. This option is only available to Fund accounts subscribed to Seraf's Deal Flow module.

Note: If there are multiple administrative roles selected for the same individual, the system will default to the role with the highest privileges. To ensure investors are seeing only what you want them to see, be sure to remove or add appropriate roles to their investor profile in Investor Management for each fund in which they are involved.