To edit a user's profile, select the user in the list and adjust the settings on the right-side panel.
Please note that email, name, and other user personal details cannot be updated on your side after an invitation has been sent as these personal details belong to a user profile.
The following settings are available here:
Role and group: you can move a user to a different group by clicking Edit and choosing the corresponding user group.
Note: The administrators cannot change the group for their own accounts, and another administrator should do it.
- limit access to the room till a certain date or disable with immediate effect;
- change sign-in security to Password only or Password and SMS code;
- apply IP address restriction: this option limits access to the room to the indicated IP address (useful if you want the users to access the project from their workplaces only).
Documents' notifications: you can adjust user's notifications about new documents added to the data room.
Access to Q&A and notifications about new Q&A posts.
Document permissions: view the list of permitted documents and the level of permission given.
Please keep in mind that permissions are set at a group level, so if you need to change the user's permission, please select the group the user belongs to and adjust their group permissions or move the user to a new or existing group.
Resend the invitation email to the selected user(s) by hitting this option in the top-right corner.
Don't forget to click "Apply" before leaving each edited section to save the changes you've made.