Under Stacker X one “rule” I try to remember is; Each Role gets assigned to 1 Customer Access List. The relationship between setting up and defining Roles in conjunction with Customer Access lists and Permissions is often a place of confusion. Start by confirming you have a Role setup for Projects and Investors first. that also involves confirming what Pages they have access to. Then make sure you have created a Customer Access list for both Projects and Investors too. You’ll set a default Role under each. You’ll also need to make sure you are configuring User Profiles if you have multiple user tables defined. Finally, create your Permissions rules. I usually create separate Permissions to Create, Update, and Access records. You’ll need to define Permissions for each base table.
This is an area just begging for greater simplification by the Stacker team…