Before you start
Decide what should be visible in normal workspace views and what must stay protected. Sensitive access details belong in encrypted/private areas, not ordinary notes or shared exports.
Detailed steps
Open Settings > Users
Start from the screen named in the step and confirm the portfolio in the top bar before you change anything. If the wrong portfolio is selected, switch portfolios first.
Open role permissions or invite details
Start from the screen named in the step and confirm the portfolio in the top bar before you change anything. If the wrong portfolio is selected, switch portfolios first.
Compare allowed actions by role
Use this step to turn loose information into a clear portfolio record. If you are missing an input, note the gap instead of guessing.
Choose the least powerful role that supports the job
Pick the option that matches the real-world record you are adding or reviewing. If two options look similar, use the one that matches the source document, not the one that makes totals look cleaner.
Field guide
Who can see the record in normal use.
Keep private operational details out of standard fields.How the information can be understood later.
Document non-secret context clearly.Sensitive details encrypted behind private controls.
Never store raw secrets in regular notes.What a trusted person may receive.
Match the role and relationship deliberately.Decision rules
What it adds
- Makes collaboration safer and easier to explain.
- Prevents accidental access escalation.
What it does not do
- Role names do not override explicit private-data boundaries.
- Some admin/support permissions may be internal only.
Common mistakes
What to check
- Viewer should be enough for many external reviews.
- Held Away and vault access should remain explicit.
Entering a clean-looking value without recording where it came from.
Ignoring currency, ownership percentage or valuation date because the total appears reasonable.
Using ordinary notes for private access information.
Assuming Understand Role Permissions produces advice, verification or execution beyond the workflow described here.
After you save
- Return to Net Worth and confirm totals changed as expected.
- Open Capital Review to see whether the record created, resolved or changed any review item.
- Check whether the record should affect Forecast, Investment Plan, exports or share links.
- Revisit this security guide when source evidence changes.