Roles and stakeholders

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 three main types of stakeholders:

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 invest money in company projects to earn a financial return.

What they can do

• Browse and explore investment offers published by companies.
• Favorite (like) offers that interest them.
• Invest in an offer by completing a payin (financial contribution).
• Track the progress of their investments.
• Receive their return on investment (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 returns on investment 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 depending on department:

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

What the administrator can do

• Approve or reject companies’ 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 chat for all users.

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4. One user, multiple roles

A user may 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 logging out and 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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