Edit a group

Add or remove members from a group and change the group's permissions. You can also edit all predefined groups except the Data room manager group.

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

  2. Go to the Groups tab and select the more options icon of the group you want to edit.

  3. Select Details from the menu.

  4. Go to the following sections to apply changes:

    • Group name: Edit the group name.

    • Assign permissions: Select preferred access level. For more information, go to About data room and item permissions.

    • Document permissions: Apply group permissions to documents. These are over-ridden by item permissions.

    • Member permissions: Activate visibility of other group members. If this feature has not been activated for your organization contact you Customer Success Manager.

    • Management permissions: Enable or disable additional room management permissions.

    • Add Members: Select or deselect to add or remove members from the list. To learn how to add members to a group, go to Adding new data room members.

  5. Select Apply changes to save the edits.