What user roles can I assign in Carta for my team?

Asked 4 months ago
In Carta, you can assign various user roles to your team members depending on their responsibilities and access needs within the platform. Common user roles include Administrator, which allows full access to manage the account, invite new users, and configure settings. The Equity Manager role typically enables users to oversee equity administration tasks, such as managing option grants and vesting schedules. Another role is the Accountant, which can be assigned to individuals who need access to financial information and reporting features without modifying equity settings. The Investor role is suitable for investors who require transparency regarding their equity stakes without the capability to make changes. Finally, the Employee role enables team members to view their equity awards, access relevant documents, and stay informed about their stock options. Depending on your organization's needs, it may also be possible to create custom roles with specific permissions. For complete details on how to assign these roles and review your options, it is advisable to refer to the current Carta website, which offers comprehensive resources.
Adam Goldkamp is the editor / author responsible for this content.
Answered Aug 11, 2025

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