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
| Plan | Team Members |
|---|---|
| Free | 1 (Owner only) |
| Standard | 1 (Owner only) |
| Professional | Up to 5 members |
If you need more than 5 seats, contact support to discuss enterprise pricing.
Organization Roles
Every team member is assigned one of three roles. Roles are fixed permission sets — there is no custom role builder.
Owner
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.
Admin
Admins have full operational access but cannot manage billing or financial subscriptions.
- Full access to contacts, deals, loans, documents, segments, and automation.
- Can invite new team members and manage existing member roles.
- Cannot access Billing settings or make subscription changes.