Product / Organization

Personal or organization, on everything.

Every watchlist, dashboard, note, bookmark, and address book carries a scope. Keep it to yourself while you work it out, publish it to the desk when it is worth everyone seeing, with roles deciding who can change what.

One scope model, not a sharing feature per surface

Watchlists, dashboards, bookmarks, prompt templates, and the address book all use the same personal-or-organization switch. Learn it once and it holds everywhere, rather than a different sharing dialog on every screen.

  • The same switch everywhere

    Watchlists, boards, notes, bookmarks, contacts

  • No duplicate copies

    Publishing moves the object, it does not clone it

  • Private by default

    Nothing reaches the desk until you send it there

Roles decide who can change what

Role-based access means a shared dashboard is not a shared liability. Admins manage the organization, editors build and revise, viewers read. Available on Enterprise.

  • Admin, editor, viewer

    Per member, across every shared object

  • Unlimited members

    On Enterprise, with role-based access included

  • Read-only integrations

    Keys never carry trade or withdrawal permissions

Role-based access across an organization

One source of truth for the desk

When the whole team opens the same watchlist and the same board, an argument about a position is an argument about the position rather than about whose numbers are right.

  • Shared watchlists

    Every asset the desk tracks, in one list

  • Shared dashboards

    The same screen, for everyone

  • An activity feed

    What changed across the organization, and by whom

Built for a desk, not for a single seat

Carries a personal or org scope
Every object
Admin, editor, viewer (Enterprise)
Role-based
Members on Enterprise
Unlimited

Scope on every object, roles on every member, and read-only integrations throughout, so sharing across a team does not mean giving up control of it.

Every tool in one place. That’s the new standard.

Meet the connected suite that powers your entire portfolio.

Scope on everything

One switch, across every object in the product

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Shared watchlists

Every asset the desk tracks, in one list

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Shared dashboards

The same screen, for the whole desk

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Notes and comments

Discussion where the research lives

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Trusted by desks managing digital assets at scale.

See how leading desks research, track, and manage digital assets with Seerian.

Frequently asked questions

Answers to the questions teams ask most when evaluating Seerian.

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