To view and edit group settings, just click on the group in the list or use the corresponding option in the context menu – Open group settings.
💡 Only project administrators can access and change group settings.
The group settings card contains the following tabs: Feature permissions, Document permissions, and Security.
To rename the group, click the three-dots menu and select the corresponding option.
Feature permissions
In this tab, you can change the role of the selected group that defines access to project features.
The following toggles define which features are available to users in this group:
AI search: allows users to perform AI-based search on documents.
Due diligence checklist: lets users create and view permitted due diligence checklists.
Viewer users of own group: allows users to see other participants within their own group.
View activity of own group: grants access to view their group’s activity in the Reports.
When a toggle is switched on (green), the corresponding setting is active.
⚠️ It is not possible to change the role of own or last administrator group. First, create a new admin group and move participants to it.
Document permissions
In this tab, you can review and adjust document permissions if needed.
💡 Document permissions are present for User and Custom roles only. Administrator role has full access to all documents by default.
You can also copy permissions from another non-admin group if any are present in the project.
Security
The following security settings are present:
Project access: limit access to the project until a certain date, or deactivate it with immediate effect.
2-step verification: require users to verify their identity with a second factor to access your project.
Allowed IP addresses: specify applicable IP addresses or ranges to allow access to the project.
Context menu actions
You can also manage groups directly from the Participants tab by right-clicking on a group to open the context menu. The following actions are available:
Open group settings: view or edit the group’s settings and permissions.
Move to group: reassign users from one group to another.
Deactivate: temporarily disable the group without deleting it.
Delete: permanently remove the group from the project.
