Account types
Chosen at onboarding (and sometimes changeable in settings). The backend scoring engine is the same; navigation and templates differ.
Investor
- Portfolio-style groups of companies (
/investor/:groupId). - Company and founder pages, Success Frameworks.
- Team DNA views.
- CRM-centric intake is the usual operating model.
Organisation (company)
- Company dashboard and teams (
/company/teams). - Add roles (
/dashboard/company/add-role). - Hiring frameworks, interview scoring, and people development views.
Charity
- Parallel to organisation:
/charity/dashboard,/charity/teams. - Typically uses Yareta-provided frameworks rather than building a full custom calibration.
Individual
- Personal dashboard and My score (
/my-score).
- Useful for founders or candidates completing their own profile.
Roles inside an organisation
Admins can invite members. Typical capabilities:
- Admin — billing, integrations, member invites, destructive deletes.
- Member — work on companies, candidates, reports they can access.
- Candidate / participant — assessment and shared-report links; not the full workspace.
Exact labels can vary by workspace; if a button is missing, you likely need an admin to grant access.