Roles and actors

Introduction

On Genkibo, every user has a specific role that determines what they can see and do on the platform. It is important to understand these roles before you get started.

There are 3 main types of actors:

1. The Investor
2. The Company
3. The Administrator (and their team)

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1. The investor

Who are they?

The investor is an individual or legal entity that wants to put money into company projects and earn a financial return.

What they can do

• Browse and explore investment offers published by companies.
• Favorite (like) offers they are interested in.
• Invest in an offer by completing a payin (financial contribution).
• Track the progress of their investments.
• Receive their investment returns (payouts) according to the planned schedule.
• View their payment schedule with a dedicated calendar.
• Manage their personal profile.
• Subscribe to a subscription to access advanced features.
• Contact support via chat.

What they cannot do

• Create investment offers (reserved for companies).
• Access other investors’ data.
• Access the administration panel.

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2. The company

Who are they?

The company is an SME or organization seeking to raise funds to finance its projects through the Genkibo platform.

What they can do

• Create and manage their projects (with stages and tasks).
• Create investment offers linked to their projects.
• Submit their offers for administrator validation.
• Manage their documents (upload, organization).
• Request audits for their projects and company profile.
• Manage investment returns to pay back to investors (return payins).
• View payouts received from investors.
• Track their payment schedule.
• Subscribe to a subscription to unlock modules.
• Contact support via chat.
• Manage their profile and information.

What they cannot do

• Invest in other companies (reserved for investors).
• Approve their own offers or audits (reserved for administrators).
• Access the administration panel.

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3. The administrator

Who are they?

The administrator is a member of the Genkibo team. They manage the platform, validate content, and ensure operations run smoothly.

There are several admin levels with different permissions by department:

• Super Admin: full access to all features.
• Staff: limited access according to assigned department and granted permissions.

What the administrator can do

• Approve or reject company investment offers.
• Perform audits on companies and their projects.
• Validate documents uploaded by users.
• Manage payments (payouts to companies, returns to investors).
• Approve or reject external payments.
• Manage subscriptions (types, durations, prices, modules).
• Manage staff and departments.
• Configure permissions by department.
• Access cashflow and financial analytics.
• Manage refunds.
• Configure platform settings.
• Manage FAQs.
• Impersonate a user to provide support.
• Access the chat of all users.

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4. One user, multiple roles

A user can have several accounts on Genkibo. For example, the same person can be:

• Registered as an investor
• And manage a company

In that case, they can switch between their accounts from settings without having to log out and log back in.

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5. Rights summary table

Action	Investor	Company	Administrator
Explore offers	✅	✅	✅
Invest in an offer	✅	❌	❌
Create an investment offer	❌	✅	❌
Approve an offer	❌	❌	✅
Create a project	❌	✅	❌
Audit a company	❌	❌	✅
Request an audit	❌	✅	❌
Manage subscriptions (admin)	❌	❌	✅
Subscribe to a subscription	✅	✅	❌
Access global cashflow	❌	❌	✅
Impersonate a user	❌	❌	✅
Manage staff	❌	❌	✅
Chat with support	✅	✅	✅

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6. Granular permissions

For administrators, Genkibo uses granular permissions. Each admin can be assigned specific permissions, for example:

• Manage investments only
• Manage audits only
• Manage subscriptions only

These permissions are configured by department. This allows the Genkibo team to work securely, with each person accessing only the sections that concern them.

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