Why roles matter
Carry on Navys uses a three-tier role system to draw the right lines between operating the platform and viewing your own position.
The three roles at a glance
| Super Admin | Admin | Holder |
Scope | All carry vehicles in the organization | Only carry vehicles they are assigned to | Their own carry position only |
Create new carry vehicles | ✓ | — | — |
Add, edit, remove carry holders | ✓ | ✓ (within scope) | — |
Issue drawdowns | ✓ | ✓ (within scope) | — |
Record fund valuations | ✓ | ✓ (within scope) | — |
Upload, share, manage documents | ✓ | ✓ (within scope) | — |
See every holder's allocation, capital account, and carried-at-work amounts | ✓ | ✓ (within scope) | — |
View their own "Overview": capital account, holdings, carry value | ✓ | ✓ | ✓ |
View their own documents | ✓ | ✓ | ✓ |
(Coming soon) View vesting status and acknowledge drawdowns from Activity view | — | — | ✓ |
How role assignment works
Carry roles are assigned by your organization's existing Navys administrator. When a new carry holder is added to a vehicle, they are automatically given the Holder role for that vehicle. Super Admin and Admin roles are set at the platform-wide level by your organization administrator.
Switching between views
If you hold both Admin and Holder roles (for example, you are a partner who is also part of the finance team), you can switch between the Admin and Holder views using the toggle at the top right of the Carry section. Your data permissions follow the view you are in.
Getting help
For any further questions or assistance, please reach out via the chat on the platform or contact the Navys support team at [email protected].