To edit a user's profile, select the user in the list and adjust the settings on the right-side panel.
💡 Email, name, and other user personal details cannot be updated on your side after an invitation has been sent as these personal details belong to a user profile.
Each user can adjust their personal details during their account registration or in the Personal info menu.
The following settings are available here:
Role and group: you can move a user to a different group by clicking Edit and choosing the corresponding user group.
💡 Administrators cannot change the group for their own accounts, and another administrator should do it.
Security settings:
Limit access to the room till a certain date or disable it with immediate effect.
Enable 2-step verification: require users to verify their identity to access your project.
Apply IP address restriction: this option limits access to the room to the indicated IP address (useful if you want the users to access the project from their workplaces only).
Documents' notifications: you can adjust users' notifications about new documents added to the data room.
Access to Q&A and notifications about new Q&A activity.
Document permissions: view the list of permitted documents and the level of permission given.
💡 Permissions are set at a group level, so if you need to change the user's permission, select the group the user belongs to and adjust their group permissions or move the user to a new or existing group.
Resend the invitation email to the selected user(s) by hitting this option in the top-right corner.
Don't forget to click Apply before leaving each edited section to save the changes you've made.