Creating new permission groups

Create new custom permission groups so you can efficiently assign specific permissions to members of a data room.

Only Data room managers and data room members assigned Manage team room members permission can edit data room members.

Tip

You can create a group without designated permissions or users, or both. Permissions and users can be added later.

  1. Go to the navigation bar of your data room and select Members and groups.

  2. Select the Groups tab.

  3. Select Create Group on the toolbar.

  4. Enter the group name.

  5. Select the permissions you want to assign to the group. For more information, go to About data room and item permissions.

     

    Note

    Some permissions can only be granted in association with other permissions, and these will automatically be selected by the system.

  6. Select Next.

  7. Select the members you want to add from the list provided and select Next.

    Note

    Members who are assigned to a system permission group like Data Room Managers will not be presented for selection.

  8. Verify your choices and select Confirm.

    Your group has now been created and will appear in the Groups tab.