Creating custom permission groups
Create new custom permission groups so you can efficiently assign specific permissions to members of a data room.
Only Managers and data room members assigned Manage team room members permission can edit data room members.
Tip
You can create a group without designated permissions or users, or both. Permissions and users can be added later.
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Go to the navigation bar of your data room and select Members and groups.
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Select Manage groups.
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Select Create custom group.
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Enter the group name.
Tip
To activate permission selection, scroll down to No permissions and toggle off.
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Select the permissions you want to assign to the group. For more information, go to Permissions in your data room.
Note
Some permissions depend on others. When you select one of these, the permissions it needs are selected automatically.
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Select Next.
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Select the members you want to add from the list provided and select Next.
Note
Members who are assigned to a system permission group like Managers will not be presented for selection.
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Select Create group.
