Signals permissions and states

Signals requires authentication and an organization membership, but its dashboard intentionally combines shared reference records with organization-specific dataset summaries.

Route and action access

Visitor	Access
Signed out	Cannot open the Signals organization routes.
Signed in without membership in the URL’s organization	Redirected with You are not authorized to access this page.
Organization Admin, Member, or Guest membership	Passes the current organization route gate.

The current upload and delete handlers add no admin-only or capability check after the membership gate. All three organization membership roles can reach those controls at the pinned product revision. Review organization membership before granting access to a workspace that contains deletable datasets.

The Signals host has no bare-root dashboard route. Organization pages are /<org-slug>, /<org-slug>/datasets, and /<org-slug>/datasets/<dataset-id>.

Data scope

Surface	Scope
Fund records overview on Dashboard	Shared latest record for each normalized fund name across every ingested filing.
Total unique funds and Geographic regions	Derived from the shared master-fund view.
Total capital tracked, Recent filings, and Top strategies by capital	Derived from datasets belonging to the current organization.
Datasets list	Current organization only.
Dataset detail and its Fund records overview	The selected dataset, after confirming that the dataset belongs to the current organization.

A dataset identifier from another organization returns Dataset not found rather than exposing that dataset.

Dataset sources

The browser accepts these source values:

UI label	Stored source
Preqin	preqin
SEC Form D	sec_form_d
FMA	fma
BaFin	bafin
SEBI	sebi
SEDAR+	sedar_plus

Fund-size values currently come from Preqin and are interpreted as USD millions before display.

Dataset lifecycle

State	Current meaning
Pending	The dataset record exists and processing has not started; it normally awaits background processing.
Processing	The background worker started parsing the CSV.
Completed	Processing finished and the detail page can report processed and failed record counts.
Failed	Parsing or completion failed.

The status filter also recognizes Cancelled, Accepted, and Rejected because they remain supported dataset values. The current Signals pages expose no customer action to move an upload into those three states; the automated upload path normally uses Pending, Processing, Completed, or Failed.

Delete behavior

Delete permanently removes the dataset and all fund records associated with it. The current page has no restore action. A delete is organization-scoped, so a crafted identifier cannot delete another organization’s dataset.

Integration boundary

The separate signals:write API endpoint requires an organization-bound token and ingests captured social events into the Profiles signal model. The scope itself can exist on an organization-less token, but the endpoint rejects that token. It is not an API for these CSV datasets or their fund records. Browser dataset access and API token access therefore use different routes, records, and authorization contracts.