Managing Your Team

Fund Flow supports multi-user workspaces so your team can collaborate on deals, contacts, and investor communications from a single shared account.

Note

Team member seats (beyond the Owner) are a Professional plan feature. Standard and Free plans are limited to one user (the Owner).

Plan Limits

If you need more than 5 seats, contact support to discuss enterprise pricing.

Every team member is assigned one of three roles. Roles are fixed permission sets — there is no custom role builder.

The Owner is the account creator and has unrestricted access to every feature.

Full access to all CRM data, deals, loans, documents, and settings.
Sole access to Billing — can upgrade, downgrade, cancel, and update payment methods.
Can invite, remove, and change roles of all other team members.
There is exactly one Owner per organization. Ownership can be transferred in Settings > Organization.

Admins have full operational access but cannot manage billing or financial subscriptions.

Permission	Owner	Admin	Member
View & edit contacts/deals/loans	Yes	Yes	Yes
Send emails and communications	Yes	Yes	Yes
Access documents and templates	Yes	Yes	Yes
Manage segments and automation	Yes	Yes	No
Invite and remove team members	Yes	Yes	No
Change member roles	Yes	Yes	No
Access billing and subscription	Yes	No	No
Transfer ownership	Yes	No	No