Understanding User Permissions in Cake

Control who can access your company's data and what they can do with it. Setting the right permission levels keeps your information secure while enabling your team to work effectively.

Permission Levels

Cake offers four permission levels to match different roles and responsibilities:

View Only - Perfect for stakeholders who need visibility but shouldn't make changes

View all share registry details
Access reports and documents
Cannot make any changes or modifications

Edit - Ideal for team members who manage day-to-day equity operations

Make changes to the share registry
Upload and download documents
Issue shares and manage transactions
Cannot access billing or invite users

Admin - Best for senior team members and trusted advisors

All Edit permissions plus:
Update payment settings and billing information
Access all platform features and reports
Cannot invite users or change other users' permissions

Account Owner - Reserved for founders and C-level executives

All Admin permissions plus:
Invite and remove users
Change permission levels for other users
Full control over account settings

Choosing the Right Permission Level

Most companies follow these guidelines:

Primary account manager (often finance, HR, or legal team lead): Account Owner
Senior leadership and key stakeholders: Admin
Lawyers and accountants: Admin (for full access to reports and compliance features)
Operations team members: Edit
Board members and investors: View Only

Managing User Permissions

To view or change user permissions:

Go to Company → Settings → User access
Find the user you want to modify
Click the pencil icon next to their name
Update their role and permission level as needed

Security tip: Regularly review user permissions to ensure only active team members have access to your company data.

Still Need Help? Our team can help! Submit a new support request and we can help clarify any questions on user permission levels.