The Owner Role, Evaluator Role, Viewer Role and Specific Evaluator Role give a standard set of permissions to an Organization Member that has access to a Pipeline. These standard Roles can either be set for a Pipeline assigned to an Organization Member at an individual level or can be set for an entire Team. Basically, Pipeline Roles quickly assign someone a set of permissions that determine what then can do with a Pipeline. You can also use Custom Roles to create your own set of permissions.

You can also create your own set of permissions in a Custom Role by clicking on the three-dots icon to the right of the Pipeline name. Custom Roles display as Custom next to the Pipeline name

The Owner Role gives Organization Members broad access and control over the Pipeline with these permissions turned on:

  • Score companies
  • Access detail page
  • See messages and notes left by other members, judges or evaluators
  • Add and remove companies to Pipeline
  • Copy companies from the Pipeline into another
  • Share startups and companies with individuals inside and outside the Organization
  • Export the Pipeline to an .xlsx file
  • Note: Currently only Organization Admins can delete a Pipeline

The Evaluator Role allows Organization Members to do everything the Owner Role can do except export. Evaluators can:

  • Score companies
  • Access detail page
  • See messages and notes left by other members, judges or evaluators
  • Add and remove companies to Pipeline
  • Copy companies from the Pipeline into another
  • Share startups and companies with individuals inside and outside the Organization

The Specific Evaluator Role can:

  • Score only their startups or companies that are assigned in the Pipeline
  • See messages and notes left by other members, judges or evaluators for their assigned startups or companies
  • Access the detail page for their assigned startups or companies

The Viewer Role can:

  • See messages and notes left by other members, judges or evaluators for their assigned startups or companies
  • Access the detail page for their assigned startups or companies