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

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

How to ensure security of users' access

Written by Valerie
Updated over a week ago

How to change notifications on newly uploaded documents for users in bulk

Written by Lily
Updated over a week ago

When the notifications about newly added documents are sent out

Notifications about uploaded documents

Written by Lily
Updated over a week ago

How to inform users about the new data I uploaded

Written by Lily
Updated over a week ago