🗝️Users and access
General
The “Users and Access” page provides a complete overview of all users in the data room, along with a clean and efficient way to manage folder access through a simple group-based format.
Invite Users
You can invite multiple users from both the seller and buyer sides at the same time, and control which permissions and rights each user should have from the moment they join the data room. From the “Users and Access” page, click “Invite User” to open the invitation dialog:
Enter the user’s email address.
Select which side of the transaction the user represents (seller/buyer).
Associate the user with an existing company or create a new one.
Choose the user’s folder access level: full, restricted, or no access.
To invite a user with restricted access, at least one access group must already be created.
Choose whether the user should be an administrator.
Administrators can invite new users, assign tasks (seller), manage access groups (seller), and control export permissions (seller).
When all desired invitations have been added, click “Send Invitations” to complete the process and send out the email invitations.
Access Groups
If you want to control folder access for users in the data room, you can create access groups, found under the “Access Groups” tab on the Users and Access page. Create an access group, choose which folders and subfolders the group should have access to, select which users belong to the group, and then click “Save.”
Users who are part of an access group will only have access to the data contained in the folders assigned to that group.
Key points to note:
Granting access to a folder automatically grants access to all files and requests within that folder.
If new subfolders are created inside a folder linked to an access group, they will automatically inherit the same access. This means you do not need to manually update access groups when the folder structure expands.
If an access group with assigned users is deleted, those users will be set to “No access,” or, if they belong to multiple groups, they will simply lose the permissions tied to the deleted group.
If the data room uses Transaction Mode for multiple buyer groups:
Each time a buyer group is created, a linked access group is automatically created.
If the buyer group’s folder access is set to “Restricted,” the users in that buyer group will have their access controlled through the linked access group.
This is clearly communicated in the interface, and it is not possible to add users who do not belong to the buyer group into the linked access group.
Last updated