FeaturesTeam Management

Team Management

Build your team, delegate with confidence.

As your investment events grow, you need help. Investta lets you create sub-accounts for managers and staff directly from your dashboard. Managers get full operational access to handle investors and approvals, while staff handle on-site event check-ins. All sub-accounts are tied to your subscription and automatically removed if your account is deleted.

Direct Account Creation

Create manager and staff accounts instantly. No invite links or sign-up flows - just fill in name, email, role, and a temporary password.

Role-Based Access

Managers see everything: events, investors, investments, and analytics. Staff only see events they are assigned to for check-in duty.

Tier-Based Limits

Starter gets 1 manager + 2 staff. Pro gets 2 + 5. Business gets 5 + 15. Enterprise gets unlimited. Upgrade anytime.

How it works

Key Highlights

Direct Account Creation

Create manager and staff accounts instantly. No invite links or sign-up flows - just fill in name, email, role, and a temporary password.

Role-Based Access

Managers see everything: events, investors, investments, and analytics. Staff only see events they are assigned to for check-in duty.

Tier-Based Limits

Starter gets 1 manager + 2 staff. Pro gets 2 + 5. Business gets 5 + 15. Enterprise gets unlimited. Upgrade anytime.

Owner Control

Sub-accounts are fully managed by you. Delete them anytime, and they are automatically removed if your account is deleted.

Included

What You Get

Create sub-accounts directly from your dashboard

Assign Manager or Staff roles per account

Managers handle investors, approvals, and analytics

Staff handle event check-ins and attendance

Tier-based team size limits that scale with your plan

Sub-accounts cascade-delete with the host account

Ready to get started?

Create your free account and start using team management today. No credit card required.

Real-Time Dashboards

Event Check-In