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Launchboard uses a role-based access model to control what each person in your organization can see and do. You can invite internal collaborators — co-founders, lawyers, finance team members — as team members with specific roles, and manage their access from the Settings section at any time.

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Roles and permissions

Every member of your organization is assigned one of four roles. The role determines what actions they can take across the platform.
There is one Owner per organization. The Owner role cannot be changed or removed by Admins. To transfer ownership, go to Settings → Danger Zone → Transfer ownership.
Stakeholders — employees, investors, and other equity holders — have a separate Stakeholder role. They can view their own holdings and sign documents, but cannot access the broader cap table or settings. See inviting stakeholders vs. team members below.

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View current members

Go to Settings → Members to see a list of everyone in your organization, their assigned role, and whether they have accepted their invitation. Admins and Owners can change a member’s role directly from this list using the role selector next to their name.

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Invite a team member

1

Open the Members page

Navigate to Settings → Members. You need Admin or Owner access to see the Invite button.
2

Click Invite

Click the Invite button in the top-right corner of the Members page.
3

Enter email and role

Type the invitee’s email address and select the role you want to assign them — Admin, Editor, or Viewer. Review the roles table above if you’re unsure which to choose.
4

Send the invitation

Click Send invite. Launchboard sends an email to the address you entered with a link to accept the invitation. The invitee will be prompted to create an account (or log in if they already have one) before joining your organization.

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Manage pending invitations

Invitations that haven’t been accepted yet appear under Settings → Invitations. From this page you can:
  • Resend an invitation if the email was lost or the link expired.
  • Revoke an invitation to cancel it before the invitee accepts.
Once an invitation is accepted, the member appears in the Settings → Members list.

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Access control

Settings → Access contains organization-wide permission settings. Use this page to review and adjust who can perform specific actions across the platform.

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Inviting stakeholders vs. team members

Team members are internal collaborators who help you manage the cap table. Stakeholders are the people and entities that hold equity — employees, investors, advisors — who need to view their holdings, sign documents, or track vesting. Stakeholders are invited from a different place in the product:
  • To invite a team member, use Settings → Members → Invite as described above.
  • To invite a stakeholder, go to Cap Table → Stakeholders, open the stakeholder’s record, and use the Invite stakeholder action. The stakeholder will receive an email with a link to create an account and view their holdings.
If someone needs to both manage the cap table and view their own equity holdings, invite them as a team member first. Their stakeholder holdings will be linked to their account automatically once they accept.