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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.