# Titles and approvals

> Give teammates titles such as General Partner or Venture Partner, and choose which partners approve decisions and anything sent outside the fund.

Source: https://delsivo.com/help/team-and-settings/titles-and-approvals · Updated 2026-11-06

## Key takeaways

- A title is what someone is called. A role is what they may do. A title never changes access.
- Admins set titles in Settings, Team and roles, from a preset list or as free text up to 60 characters.
- Titles show wherever people appear, including the team, the deal owner, the memo sponsor and decision records.
- The Approvals switch is for Partners only. Off means they sponsor deals but don't approve decisions or anything sent to founders.
- Every title and approvals change is recorded in the activity log.

Funds call people many things: General Partner, Venture Partner, Principal, EIR. Delsivo keeps what people are **called** (their title) separate from what they **may do** (their role). A Venture Partner and a General Partner can both have the Partner role; the switch that tells them apart is **Approvals**.

## Titles

The preset titles are General Partner, Managing Partner, Investing Partner, Venture Partner, Operating Partner, Principal, Associate, Analyst, EIR and Platform. Your fund type adds its usual titles at the top, for example **Network Manager**, **Screening Committee** and **Deal Lead** in an angel network, or **Programme Director** in an accelerator. See [Fund types](/help/team-and-settings/fund-types).

### Set or change a title

1. Open **Settings → Team and roles**.
2. In the **Title** column, click the person's title, or **Add title**.
3. Pick a title from the list, or type your own (up to 60 characters).
4. Click **Save**. You see "[Name] is now shown as [title]." with **Undo**.

To remove a title, open it and click **Clear title**. Admins can set a title for anyone, including themselves and other Admins. Invitations get a title after the person joins.

### Where titles show

- The team list in **Settings → Team and roles**
- The deal owner picker on a deal page
- The sponsor and drafter of an investment memo, and the people named in frozen committee packets
- Decision records and committee reviewer lists

## Approvals

Every Partner sees every deal, works it, and can sponsor it into committee. With **Approvals** on, a Partner also approves decisions and anything sent outside the fund: requests and interviews to founders, data room guests, scouts and closing. Venture and operating partners often source and sponsor deals without approving, so turn their approvals off.

| | Admin | Partner, approvals on | Partner, approvals off | Analyst | Committee member |
|---|---|---|---|---|---|
| See and work every deal | Yes | Yes | Yes | Their deals | |
| Sponsor a deal into committee | Yes | Yes | Yes | | |
| Approve decisions and closing | Yes | Yes | | | |
| Send to founders, guests and scouts | Yes | Yes | Save drafts | Save drafts | |

### Turn approvals off or on

1. Open **Settings → Team and roles**.
2. In the **Approvals** column, use the switch on the Partner's row. **Approves** means on; **Sponsors only** means off.

The change applies from their next page. You see "[Name] no longer approves decisions or outbound. They still see every deal and can sponsor into committee." with **Undo**.

Admins always approve and have no switch. Analysts, Committee members and Members never approve. You can't change your own approvals.

## What gets recorded

Each title change (**Changed a team member's title**) and approvals change (**Changed whether a partner approves decisions and outbound**) appears in the [activity log](/help/team-and-settings/exports-and-activity-log) with the old and new value, who made it and when.

## Frequently asked questions

### Does giving an Analyst the title General Partner let them approve?
No. Titles never change access. To let someone approve, make them a Partner (with approvals on) or an Admin in the **Role** column.

### Can a Partner with approvals off still vote in committee?
Committee votes follow the committee's own reviewer list. Approvals controls recording the decision and anything sent outside the fund.

### Can I set a title when I invite someone?
Not yet. Set it once they have joined.