Venture Tracker Help
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User Classes

Different users of VT can have different permissions which will impact which operations they can perform.

General Classes

User - general user of VT. Can add and update most data, meeting logs etc. Can run reports, manage meetings and more. Generally cannot delete data from VT.

Manager - can access all areas, but cannot delete critical records. Will usually be able to effect the same through either enabled or active flags on records.

Viewer - readonly user - can see data within VT but cannot make any edits

External - mail access user - can submit logs to VT via the secure interface but cannot log in to VT itself.

Other fields

There are a couple of additional fields for each user and they are used within BRP functionality as follows:

  • Notify - this user will get automated emails whenever a BRP changes status
  • Prime EiR - this user can be assigned as the EiR, or primary (staff) contact for a company. This user will also be included in the list of potential Chairs for BRPs

Special Classes

API user - special user class used for integrations to third party systems only

Admin - root access. Not normally enabled for a client. Used by the Parkview VT Team to set up VT for each client and subdomain.

Please note

It is highly recommended that most of your team are set to User level. This permits almost all common operations within VT to be performed. Manager level users can add new users to VT, but they can also delete data from the system. Therefore using User level may prevent accidental data loss especially as your team become familiar with VT usage

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Venture Tracker Help

Table of Contents

Table of Contents

  • User Classes
    • General Classes
    • Special Classes
    • Please note
  • Home Page

Getting Started

  • Setting Up Venture Tracker
  • Vocabulary and customisation
  • Adding users

Standard Features

  • User Interface
  • Companies and Meeting Logs
  • Panellists / Mentors / Advisors
  • Tags
  • Reports
  • Dashboards
  • Uploading Documents

Optional Features

  • Panels
  • Funding and Investment
  • Huddles
  • Customers
  • Extra Fields
  • Advisories
  • Sites
  • Email Users
  • Data Quality

Administration

  • Admin Help - restricted
  • => Login