Permissions | Users



What are roles

 From the Permissions tab:

 

1. Click Create Role.
2. Select your role type.
3. Click Next.
4. Enter a name for your role and an optional role description.
5. Set the role's fileroom permissions by clicking on the blue segmented bar. Granular permissions can be set on a folder or file level after the role is created:
   
   • Hidden: The fileroom and content is not visible for this role
   • View: Content is only visible in the data room
   • Print: Content can be printed
   • Download: Content is downloaded
   • Manage: When set on a folder or fileroom, this role can create folders, upload files, rename unpublished items, replace unpublished items, and move items to the Recycle Bin
     
     
6. Select Download Type options.
   
7. Optionally grant Feature Access and click Next, otherwise click Skip.
8. Click Finish and Create Role.
9. Choose between three options:
   1. Invite Users to add users to your new role.
   2. Set Permissions to add more specific content and feature access to the role. See How do I set content permissions for roles for details.
   3. Exit to return to the Permissions tab.

 

 

From the Users tab:

 

1. Click Add Users.
2. Click in the role field.
3. Select Create new Role.
4. Enter a name for your role and an optional role description.
5. Select Download Type options.
6. Optionally grant Feature Access.
7. Click Save.