Edit a Group

As a Data Room manager or user with the Manage Members permission, you can add or remove members and permissions for predefined groups - Owner, Editor, Reader - and any custom groups you create.

Note

The name and permissions of a Data Room manager group can't be changed, you can only add or remove members.

  1. Go to the navigation bar in your Team 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 and go to the following tabs of the window that opens to make the necessary changes:

    • Details tab – Enter the new group name.

    • Data room permissions tab – Select or deselect the permissions. The number in brackets indicates the number of permissions selected. For more information, go to Permissions in Team Data rooms.

    • Members tab – Select or deselect members to add or remove from the list. The number in brackets indicates the number of members in this group. To learn how to add members to a group go to Add new Team Data room members.

  4. Select Apply changes to save the edits.