Overview of User Management

The basics of roles, types, and permissions

Rev. 19 Jun 2025

Users are your employees, contractors, or third parties that you want to access your view of the Corastone platform. Your users are associated with your organization. See Network Integration for information on interacting with other organizations on the Corastone platform.

Each user has a role and a type. Any user can be any combination of one role and one type.

User Roles

Available user roles are:

• Standard: uses the Corastone portal for viewing and managing securities events. Applies only to funds for which the user has been added to the User Access List. Default permissions for all screens are set to View. Users with a Management role can adjust these permissions per user per fund.

• Management: uses the Corastone portal for managing securities events for all funds. Inclusion in the User Access List for a fund is not required.

• Tech Support: uses the Corastone portal to establish and maintain Corastone portal access for users and other organizations. Also manages technical issues.

User Types

Available types are:

• Internal: employees of your firm.

• External: users who are not employees, but need similar access to your data on the Corastone platform.

User Roles and Permissions

Your role gives you baseline access to screens in the portal.

Permissions are for expanding the baseline permissions of Standard Users on specific funds.

Role	Default Portal Permissions	Per Fund Permissions
Management	All Funds All Fund Pages All Available Permissions
Standard	None Exception: Full access for Standard User if they created the fund in the portal.	Assigned Fund Pages Assigned Fund Permissions
Tech Support	User Management Network Integration Password Policy Failed Transactions