--- title: Roles and Permissions description: Assign a Payments Admin, and Signatory to launch your Deal. Assign Admin, Reviewer, and Read Only members to help manage all your investors. --- [Skip to content](https://help.dealmaker.tech/roles-and-permissions-1#main-content) English Show submenu for translations [![DealMaker Logo](https://help.dealmaker.tech/hubfs/DealMakerLogo2025.svg)](https://dealmaker.tech/) Open main navigation Close main navigation - English Show submenu for translations - [Go to DealMaker](https://dealmaker.tech/) [Go to DealMaker](https://dealmaker.tech/) How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Center](https://help.dealmaker.tech/?hsLang=en) 2. [Enterprise](https://help.dealmaker.tech/enterprise?hsLang=en) 3. [Developer](https://help.dealmaker.tech/enterprise?hsLang=en#developer) # Roles and Permissions ## Assign a Payments Admin, and Signatory to launch your Deal. Assign Admin, Reviewer, and Read Only members to help manage all your investors. ### Assign a Team Member to a role On the **Teams** tab, click the **Actions** dropdown and click **Edit Permissions** to begin assigning members a role. ![](https://help.dealmaker.tech/hs-fs/hubfs/dealMaker_setUpDeal_teamsPage-png-2.png?width=688&height=312&name=dealMaker_setUpDeal_teamsPage-png-2.png) ### The Roles on each Deal Team Member can be assigned to these Roles (*Note: Regulation CF Issuers will have limited permissions due to SEC regulations.)* - **Read Only** - View investors, but not interact with them directly - **Admin** - Invite other members, edit permissions, and use **Advanced Settings** - **Payment Admin** - View and interact with investor's transactions (funding) - **Reviewer** - Sign off on investor background checks for the Signatory - **Signatory** - Countersign investors' agreements - There can only be one Signatory on a Deal #### Read Only ![](https://help.dealmaker.tech/hs-fs/hubfs/Screenshot%20from%202022-10-27%2012-10-41-png.png?width=688&height=405&name=Screenshot%20from%202022-10-27%2012-10-41-png.png) **Read Only** members cannot engage with investors, but can add new investors and edit their notes, tags, and transactions. These members can be crucial to your Deal by organizing data and pulling reports. ### Admin ![](https://help.dealmaker.tech/hs-fs/hubfs/Screenshot%20from%202022-10-27%2012-10-53-png.png?width=688&height=405&name=Screenshot%20from%202022-10-27%2012-10-53-png.png) The **Admin** can access almost all features of the portal. Notably, they can assign permission to other users, toggle between different states of the deal, and access a Deal's **Advanced Settings**. ### Payment Admin ![](https://help.dealmaker.tech/hs-fs/hubfs/Screenshot%20from%202022-10-27%2012-11-14-png.png?width=688&height=405&name=Screenshot%20from%202022-10-27%2012-11-14-png.png) The **Payment Admin** sets up a Deal's payment options and manages transactions from investors to the issuer, including refunds. ### Reviewer ![](https://help.dealmaker.tech/hs-fs/hubfs/Screenshot%20from%202022-10-27%2012-11-23-png.png?width=688&height=405&name=Screenshot%20from%202022-10-27%2012-11-23-png.png) Assign as many members as you'd like to be a **Reviewer**. These users can review investors' background checks, and enable approved investors for countersignature. ### Signatory ![](https://help.dealmaker.tech/hs-fs/hubfs/Screenshot%20from%202022-10-27%2012-11-51-png.png?width=688&height=405&name=Screenshot%20from%202022-10-27%2012-11-51-png.png) The **Signatory** countersigns investors, or accepts multiple investors using bulk actions. There can only be one per deal, and a deal cannot launch without one assigned. - [Step 1: Getting Set up on DealMaker](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker?hsLang=en#main-content) - [Agreements](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker?hsLang=en#agreements) - [Payments](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker?hsLang=en#payments) - [Self-Serve](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker?hsLang=en#self-serve) - [Integrating with DealMaker](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker?hsLang=en#integrating-with-dealmaker) - [FAQ](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker?hsLang=en#faq) - [Step 2: Launching A Deal](https://help.dealmaker.tech/step-2-launching-a-deal?hsLang=en#main-content) - [Issuer and Investor](https://help.dealmaker.tech/step-2-launching-a-deal?hsLang=en#issuer-and-investor) - [FAQ](https://help.dealmaker.tech/step-2-launching-a-deal?hsLang=en#faq) - [Step 3: Deal In Progress](https://help.dealmaker.tech/step-3-deal-in-progress?hsLang=en#main-content) - [Investor Management](https://help.dealmaker.tech/step-3-deal-in-progress?hsLang=en#investor-management) - [Managing Transactions](https://help.dealmaker.tech/step-3-deal-in-progress?hsLang=en#managing-transactions) - [Payouts/Reporting](https://help.dealmaker.tech/step-3-deal-in-progress?hsLang=en#payouts-reporting) - [Regulatory/Compliance/Legal](https://help.dealmaker.tech/step-3-deal-in-progress?hsLang=en#regulatory-compliance-legal) - [Brokers/Agents/Finders](https://help.dealmaker.tech/step-3-deal-in-progress?hsLang=en#brokers-agents-finders) - [Managing Your Raise](https://help.dealmaker.tech/step-3-deal-in-progress?hsLang=en#managing-your-raise) - [Step 4: Closing A Deal](https://help.dealmaker.tech/step-4-closing-a-deal?hsLang=en#main-content) - [Closing FAQs](https://help.dealmaker.tech/step-4-closing-a-deal?hsLang=en#closing-faqs) - [Regulation CF](https://help.dealmaker.tech/regulation-cf?hsLang=en#main-content) - [FAQs](https://help.dealmaker.tech/regulation-cf?hsLang=en#faqs) - [Regulation D 506(c)](https://help.dealmaker.tech/regulation-d-506c?hsLang=en#main-content) - [FAQs](https://help.dealmaker.tech/regulation-d-506c?hsLang=en#faqs) - [Developers](https://help.dealmaker.tech/developers?hsLang=en#main-content) - [Developer](https://help.dealmaker.tech/developers?hsLang=en#developer) - [Regulation A+](https://help.dealmaker.tech/regulation-a?hsLang=en#main-content) - [FAQs](https://help.dealmaker.tech/regulation-a?hsLang=en#faqs) - [Investor FAQ](https://help.dealmaker.tech/investor-faq?hsLang=en#main-content) - [Investor FAQ](https://help.dealmaker.tech/investor-faq?hsLang=en#investor-faq) - [DealMaker Engage](https://help.dealmaker.tech/dealmaker-engage?hsLang=en#main-content) - [Setup](https://help.dealmaker.tech/dealmaker-engage?hsLang=en#setup) - [Community Building](https://help.dealmaker.tech/dealmaker-engage?hsLang=en#community-building) - [Transfer Agent Actions](https://help.dealmaker.tech/dealmaker-engage?hsLang=en#transfer-agent-actions) - [Member Views](https://help.dealmaker.tech/dealmaker-engage?hsLang=en#member-views) - [DealMaker Shareholder Services](https://help.dealmaker.tech/dealmaker-shareholder-services?hsLang=en#main-content) - [DealMaker Transfer Agent FAQ](https://help.dealmaker.tech/dealmaker-shareholder-services?hsLang=en#dealmaker-transfer-agent-faq) - [General Transfer Agent FAQ](https://help.dealmaker.tech/dealmaker-shareholder-services?hsLang=en#general-transfer-agent-faq) - [Canadian Private Placements](https://help.dealmaker.tech/canadian-private-placements?hsLang=en) - [Enterprise](https://help.dealmaker.tech/enterprise?hsLang=en#main-content) - [Developer](https://help.dealmaker.tech/enterprise?hsLang=en#developer) - [DealMaker Engage](https://help.dealmaker.tech/enterprise?hsLang=en#dealmaker-engage) - [Deal Setup](https://help.dealmaker.tech/enterprise?hsLang=en#deal-setup) - [Payments](https://help.dealmaker.tech/enterprise?hsLang=en#payments) - [Reservations](https://help.dealmaker.tech/reservations?hsLang=en) [![Chill listening crop-3](https://help.dealmaker.tech/hubfs/DealMakerLogo2025.svg "Chill listening crop-3")](https://www.dealmaker.tech/) Copyright © 2026, DealMaker