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.Documentation Index
Fetch the complete documentation index at: https://docs.launchboard.xyz/llms.txt
Use this file to discover all available pages before exploring further.
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.| Role | Cap table access | Settings | Invite / remove members |
|---|---|---|---|
| Owner | Full access | Full access, including danger zone | Yes |
| Admin | Full access | Can change settings | Yes |
| Editor | Can create and edit entries | Cannot change settings | No |
| Viewer | Read-only | Cannot change settings | No |
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.
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.Invite a team member
Open the Members page
Navigate to Settings → Members. You need Admin or Owner access to see the Invite button.
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.
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.
Access control
Settings → Access contains organization-wide permission settings. Use this page to review and adjust who can perform specific actions across the platform.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.