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All Collections
Users and groups
Users and groups
14 articles in this collection
Written by
Lily
and
Valerie
Available user roles
Full and restricted administrators, collaboration and individual users; which role to choose
Written by
Lily
Updated over a week ago
Creating groups
Visibility of users to each other depending on their roles
Written by
Lily
Updated over a week ago
User invitation
Learn about user invitation to the existing group or creation of a new one, bulk invitation, security settings, and document permissions
Written by
Lily
Updated over a week ago
Invitation delivery
What to do if emails cannot be delivered; possible corporate restrictions
Written by
Lily
Updated over a week ago
Editing group settings
Adjust the user group name, role, access security, collaboration and Q&A settings
Written by
Lily
Updated over a week ago
Editing user profile
Adjust user's security settings, document notifications, access to Q&A and more
Written by
Lily
Updated over a week ago
Disabling or deleting users and groups
What is the difference between disabling and deleting users, and how to retrieve their access depending on the chosen option
Written by
Lily
Updated over a week ago
New document notifications
Automatic email notifications about newly added documents in the data room
Written by
Lily
Updated over a week ago
User search
Available filters and sorting options
Written by
Lily
Updated over a week ago
FAQ
SMS delivery
What to do if SMS codes are not received (2-step verification)
Written by
Lily
Updated over a week ago
Access security
How to ensure the security of users' access
Written by
Valerie
Updated over a week ago
Bulk change of users' notification settings
How to change notifications on newly uploaded documents for users in bulk
Written by
Lily
Updated over a week ago
Sending notifications about documents
When the notifications about newly added documents are sent out
Written by
Lily
Updated over a week ago
Additional ways to notify users about documents
How to inform users about the new data I uploaded besides new document notifications
Written by
Lily
Updated over a week ago