Enterprise grade permissioning

Everyone who needs access to company data can get it in a secure way. The essential roles are predefined and come with their own optimised portals. Any future need can be configured as you grow — dCompany comes with all standard roles built in and lets you create custom roles with exactly the access each party needs, down to individual modules and features.

Built-in roles

Every company in dCompany has three default roles ready to use:

Administrator — full access to all modules and settings. Typically used by the CFO, board secretary, or whoever manages the company day to day.

Shareholder — access to the shareholder portal, where each shareholder can view their own holdings, transactions, share certificates, and company notices.

Board member — access to the board portal, including meeting notices, agendas, minutes, and voting. Board roles can be set individually: CEO, chairperson, member, deputy chairperson, deputy member, or observer.

Custom roles

For parties that need access beyond the standard roles — or more limited access than an administrator — you can create custom roles from scratch or from a template.

When you create a role, you control access for each module individually:

• Dashboard — Edit, View, or Hidden
• Articles of association — Edit, View, or Hidden
• Power of attorney — Edit, View, or Hidden
• Ownership — Edit, View, or Hidden
• Board and CEO — Edit, View, or Hidden
• Company settings — Edit, View, or Hidden
• Shareholder register — Edit, View, or Hidden

Feature access within each module can be customised further.

Common custom roles include legal advisors, auditors, accountants, and corporate secretaries — each getting exactly the access they need, nothing more.

Share roles across your portfolio

Roles can be kept private to a single company, or shared across selected companies in your portfolio. This is useful when the same adviser or team works across multiple entities and needs consistent access without separate setup for each company.