Manage permissions in team data rooms

Data Room Managers and team room members with Manage Members permissions can determine the level of access a member or group has to items in a team room.

  • A permission group can be created first and members added later.

  • Groups are created to combine a set of permissions for a group of users.

  • Groups can be assigned as you add new members to data rooms.

Note

You can create a new custom group as well as edit existing ones, and members can belong to more than one custom group.

  1. To access permissions in a team data room select Members and groups on the navigation bar.

  2. Go to the Members tab to view and manage people assigned to a Team Data room as well as the groups and the permissions they have been assigned. For more information go to Managing data room members

  3. Go to the Groups tab to view and manage the groups assigned to a Team Data room. For more information go to Edit a group

    • Select the Permissions text box in the Data room permissions column to view and manage a group's assignment.

    • Select the text box in the Members column to view a group's full list of members. For more information, go to Adding new data room members.

Further reference