Datasite Cloud is a subscription to Datasite that allows you to create unlimited projects across all of our product platforms under one annual fee.

Cloud admins enjoy reduced paperwork, enhanced support, and additional levels of authorization to see and perform administrative tasks within their projects, including the ability to create new projects directly from their Home page (see How do I know if I have the ability to create my own projects?).

Your admin team can be assembled using any combination of three types of Cloud access, depending on your needs.

The three types of Datasite Cloud users include:

• Agreement Administrator
  • Manages the relationship with Datasite
  • Datasite Assist® access i.e., Invoices, billing reports
  • Invite and manage Account Administrators and Contributors (user must also be added as an Account Administrator)
  • Create new projects on contracted products (user must also be added as an Account Administrator or Account Contributor)
• Account Administrator
  • Invite and manage Account Contributors and Administrators
  • Create new projects on specified product(s)
  • Project Admin permissions on all projects
• Account Contributor
  • Create new projects on specified product(s)
  • Project admin permissions on the projects they create

 

Cloud Analytics and Usage Tracking

As a Datasite Cloud subscriber, billing is handled a bit differently. For Datasite Diligence and Acquire projects, you will have a threshold of pages that can be uploaded. Going over this threshold will result in additional charges per your contract.

For Datasite Outreach and Pipeline projects, you will have a certain number of subscription users that can be added to your project. Exceeding this number will result in charges per your contract.

You can see both the number of pages uploaded as well as the number of subscription users they have in Datasite Assist®. To see the amount of space used or the number of pages uploaded for Datasite Cloud subscribers:

1. Click Help and select Support Portal. 
2. Click Pay My Bill +. 
3. Select Enterprise Usage. To be able to see this tab, you must be authorized.
   
   

From here, you can see your high water mark, which is the largest number of pages that have been uploaded. You will also see how much of your threshold you have used. While any pages uploaded below this threshold are included in your contract, extra charges will be applied if your high water mark exceeds the threshold.

• Current High water mark - Displays total page count across all open projects (filter by project name to display details for a specific project)
• Percent of Threshold - Displays the percentage of page threshold used. Percentages above 100% may result in additional charges according to your contract (filter by project name to display details for a specific project).
• Daily Usage (Last 30 days) - displays overall project page counts versus the allowance defined in your contract.

Scrolling down inside the Usage Tracking window will allow you to see your usage by date.

Cloud Analytics for Outreach and Pipeline

If you have an Outreach or Pipeline project in Datasite Cloud, your threshold will be measured in subscription users rather than pages. You can view the number of users you have in the Admin Console. 

Click your name and select Admin Console.

You will be brought to the Members tab of the Admin Console. Here, you can see the number of subscription users you have across all of your projects under your Cloud subscription. 


Enhanced Service

An account level Customer Success Manager is assigned to you:

• • Strategic partner and consultant on best practices
  • Advisor on new products and features that create efficiencies
  • Advocate within Datasite for product improvements and suggestions
  • Point of escalation