How many groups do I need?

It depends on the number of combinations of objects you want to share.

Remember that for each person you share with, you can set a level of access to each object:

  • Minimum – allows them to see basic information
  • Viewer – allows them to see all the information you have entered
  • Editor – allows them to see and edit all the information

So, for example, you could give Jane permission to see and edit every piece of data you put into AssetLogic, while giving John permission to see all your strategy, fund and contacts information, but only limited performance data.

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