Does Seraf offer administrative access for Enterprise accounts?

• Primary Account - This account level has complete access to add new account level investment accounts, change the billing information and add/edit and view all data, including the ability to assign and revoke privileges to other users.
   
• Administrator Account - This account level can be granted to allow admins to add/edit and view all data within the account with the exception of account level investment accounts, assigning/revoking admin access to others, and changing billing information.
   
• Investor Account - This account level is "read-only" and typically granted to investors and LPs. Investors can view investments recorded under their account name only and access documents to which they've been assigned visibility. Investors can upgrade their account to Seraf's Professional level if they'd like to add their own investments to track as well. Contact support@seraf-investor.com for more information.
  
  
• Deal Flow Advisor - This account level can add, accept, view, add notes to and edit prospects within the Deal Flow section of the Enterprise account. Users cannot modify Deal Flow Settings nor can they edit or create application forms, but they will be able to access all other parts of Deal Flow, including the Dashboard, Pending Applications, Pipeline, and Analysis.
  
  Additionally, users will be able to view, but not edit, any enterprise transactions in their name only on the Portfolio Management side of your account. For invested companies, users can only see those in which they have a transaction. They cannot see any other investor data, nor can they see companies in which they do not have an investment. This option is only available to Enterprise accounts subscribed to Deal Flow Management.
  
  
• Deal Flow Observer - This account level is essentially "read-only". Users can only view prospects within the Enterprise account to which they've been granted access and add notes for themselves and administrators. Users can view the Dashboard, Pipeline and Settings (application form and link, if any), but cannot see the full Deal Flow Settings, Pending Applications or Analysis tabs. They cannot edit anything in this observer role other than their own notes.
  
  Additionally, users will be able to view, but not edit, any enterprise transactions in their name only on the Portfolio Management side of your account. For invested companies, users can only see those in which they have a transaction. They cannot see any other investor data, nor can they see companies in which they do not have an investment. This option is only available to Enterprise accounts subscribed to Deal Flow Management.

Note: If there are multiple administrative roles selected for the same individual, the system will default to the role with the highest privileges. To ensure investors are seeing only what you want them to see, be sure to remove or add appropriate roles to their investor profile in Investor Management.