The Team screen lets fund admins manage company-scoped team access. Use it to invite colleagues and adjust what they can do in the selected fund.

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Team roles

Demo Team screen showing role-based team access and member records The Tokenee Fund Platform uses roles to control access:
  • Viewer can review fund information without making operational changes.
  • Contributor can help with day-to-day work where permitted.
  • Editor can manage broader operational workflows.
  • Admin can manage team access for the company.
The exact visible menu depends on the role and permissions assigned to the team member.

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Inviting a team member

Use the add team member action, enter the person’s details, choose a role, and send the invitation. Choose the least-permissive role that still lets the person do their work. Demo Add Member modal showing role assignment for a team invite

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Changing roles

Open a team member record and use Change Role to update access. Changes affect what the person can see and do in the selected fund.

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Removing access

Remove team members who no longer need platform access. Review team access regularly, especially after staff changes or fund operations handoffs.