This ensures that sensitive equity information, financial data, and company documents are only accessible to the right people, and that each user can perform only the actions you allow.
You can find the access control page at the very bottom of the left-hand menu when viewing your company workspace.
What you can do on the access control page
On this page, you can:
View everyone who has access to your company workspace
Edit permissions for each user
Assign full admin rights or feature-based access levels
Inviting a new user
Let’s walk through each section:
View all users with access
When you open the page, you’ll see a list of all people who currently have access to your company account.
You can choose how to display them:
List view → compact and ideal for larger teams
Card view → visual cards for each person, easier for smaller groups
On each card or list item, users with full access are marked with an “Admin” tag, helping you quickly identify who has administrator privileges.
Edit permissions
Next to each person, click “Edit permissions” to open the side panel where you can adjust their access level.
Inside the panel, you can choose between two types of permission management:
Assign full administrator rights
Enable “Add as administrator of this company” to give a user complete access to the entire company workspace.
Administrators can:
View everything
Create, edit, and delete any data
Manage equity, instruments, valuations, pools, and documents
Invite stakeholders
Manage subscription and company settings
Use this role carefully, administrators have full control.
Set feature-based access
If you don’t want someone to be a full admin, you can instead set detailed permissions feature by feature.
For each area of the platform, such as:
Cap table
Stakeholders
Share classes
Valuations
Financial instruments (options, convertibles, warrants, RSAs)
Pools and programs
Documents
Company settings
you can choose between:
No access
View only
Full access
This allows you to tailor access precisely depending on each person’s role in your company.
After editing someone’s access rights, make sure to click “Save” to apply the changes.
Inviting a new user
To give a new person access to your company workspace, click “Invite user” in the top right corner of the access control page.
This will open a side panel where you can enter the person’s:
Name
Email address
Once the contact information is added, you can choose their level of access:
Add as Administrator
If you toggle “Add as administrator of this company”, the user will receive full access to the entire company workspace.
Administrators can view, create, edit, and delete everything, so use this role only for individuals who truly need full control.
Customized Access
Instead of making the user an admin, you can configure personalized permissions for each feature in the platform.
For every section, such as the cap table, stakeholders, documents, instruments, valuations, and more, you can assign:
No access
View access
Full access
This allows you to tailor the user’s access precisely to their responsibilities.
When you're done, click “Send invitation.”
The invited user will receive an email granting them access to your company workspace under the permissions you defined.
Conclusion
The access control page gives you full control over who can see and manage your company’s sensitive information.
From granting full administrator rights to customizing access on a feature-by-feature basis, Unlisted ensures you can balance transparency, security, and operational efficiency.
With clear visibility into who has access, and easy tools to adjust permissions, your company remains protected and well-organized.