Understanding User Permissions in Cake

Cake has four permission levels. Setting the right level for each person keeps your data secure while giving your team the access they need.

Permission levels

View Only

Best for stakeholders who need visibility but shouldn't make changes.

• View all share registry details

• Access reports and documents

• Cannot make any changes

Edit

Best for team members who manage day-to-day equity operations.

• Everything in View Only

• Make changes to the share registry

• Upload and manage documents

• Cannot manage user access or billing

Admin

Best for team members who need full operational control.

• Everything in Edit

• Invite and manage company users

• Access all settings

• Cannot manage billing

Account Owner

The highest level of access, typically the founder or finance lead.

• Everything in Admin

• Manage billing and subscriptions

• Can transfer account ownership

Who gets what - recommended level

Related articles

• Managing User Access and Permissions
• 'Co-pilots': What are they?
• Give An Advisor Access