Organization Settings
Team governance, role management, and invitation workflows.
Organization Profile
Tenant-level details and compliance posture.
Roles & Permissions
RBAC controls for analyst, admin, and viewer personas.
Admin: full access, member management, report export.
Analyst: deal workspace, uploads, analytics, report generation.
Viewer: read-only diligence and reporting access.
Team Management
Members, status, role assignment, and last activity.
Sarah Nelson
Last activity: 2m ago
AdminActive
Jordan Pike
Last activity: 11m ago
AnalystActive
Priya Shah
Last activity: Pending
ViewerInvited