EquityList Product Updates

Under Admin > Permissions, we've introduced a comprehensive permission-based access system that gives you precise control over what each team member can view and modify within the EquityList platform.

How does it work?

• Default roles with customizable permissions: Under Admin > Users > [Username], each standard role (’Admin’, ‘ESOP Manager’, ‘Editor’ etc.) now comes with default permissions that you can further customize by toggling specific access rights on or off (through Admin > Permissions).

• Create custom roles: Define completely custom roles with specific permission sets based on your team's responsibilities. E.g., create a "View-Only ESOP" role for team members who need visibility without edit rights.

• Detailed permission toggles: Control access at a granular level across various functions, including:
  • View/manage grants and schemes
  • Access to analytics and activity logs
  • Dashboard visibility
  • Bulk upload capabilities

• Easy user role assignment: Quickly assign or update roles from the user management section (Admin > Users), with changes taking effect immediately upon page refresh.

This feature gives you the flexibility to align platform access with your company’s structure and security requirements, ensuring team members have exactly the right level of access they need.