User groups are divided into two types: Administrators and Users with two roles within each type. These roles define the level of access to data room functionality.

Full administrators

Users with this role have full administrative rights and can:

Restricted administrators

By default, users with this role can:

  • view permitted documents;

  • view the users in their group;

  • view the users of groups they administer;

  • post group notes to files and folders;

Can be optionally authorized to:

  • invite and manage users in their own group and the group(s) they administer;

  • view and manage permissions of the user group(s) they administer (except their own group);

  • communicate with their group members, the users of groups they administer, and Q&A coordinators if relevant access to Q&A is given;

  • access the activity reports of their own and the user groups they administer.

Note: Unlike full administrators, the restricted ones do not have access to the room settings. Their document permissions and level of access to Q&A are defined by the full administrators.

Important: If a restricted administrator is authorized to manage permissions, they will see complete documents structure in permissions settings despite their permitted documents.



Collaboration users

Users with this role can:

May be optionally authorized to:

  • collaborate with other user groups in the data room;

  • see the users of the groups they are collaborating with;

  • communicate with their group members, the users of their collaborating groups, and Q&A coordinators if relevant access to Q&A is given;

  • view the activity of their own or selected groups (in the reports).

In the Q&A settings, you may limit the number of questions they can post to the coordinators.

Individual users

Users with this role are not able to see and communicate with other users of the data room. Their level of access includes:

Please refer to the article about creating user groups to proceed with the invitation of users to your project.

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