Concepts

Roles & access

Ventura is multi-tenant and role-aware. Every firm's data is isolated, and within a firm what a person sees is governed by their roleplus what they're assigned to — all enforced at the database, not just hidden in the UI.

The seven roles

• Partner — full access, including the Firm cockpit and all economics.
• Senior manager — all clients, engagements, and meetings firm-wide; no Firm cockpit, no dollar economics by default.
• Manager / Lead — only assigned clients & engagements, plus BD they own; no economics.
• Staff — only assigned work; no BD, no economics.
• Finance / billing admin — billing, time, and Xero across the firm; no BD, no firm strategy.
• Contractor — assigned work only; the narrowest delivery role.
• System admin — user and integration configuration only; no client, BD, or financial data.

Record scope

Beyond the role, visibility is assignment-driven. Partners and senior managers see operational work firm-wide; managers, staff, and contractors see only engagements they're assigned to (as Engagement Partner, manager, or a team member). A person can't reach a client or engagement they aren't on — even by direct link.

What's walled off

• Business development (Referrals & Pursuits) — partners see all; senior managers and managers see only what they own; staff/contractors don't see it.
• The Firm cockpit — partner-only at the database (EBITDA, cash, forecast, partner decisions).
• Economics — budget, billed, WIP, A/R, recovery, rates, and margins live in finance-only tables that only partners and finance admins can read. Everyone else sees the work and the hours, never the dollars.

Adding people & assigning roles

A partner or system admin invites a teammate by email and role from Settings → Team; the invitee accepts and is bound to the firm automatically. Roles are changed from the same place, and partners assign each person a rate tierthere too (which drives time profitability). You can't change your own role — a guardrail against locking yourself out.