Ideals

All project participants are invited into groups. Group settings define their roles, access to features, document permissions, and other settings.

There are 3 available roles: Administrator, User, and Custom. 

Brief overview of the main differences between roles:

Administrator is the highest role with full management rights. Project administrators can:

Access and manage all <a href="https://helpcenter.idealsvdr.com/en/collections/3976380-data-room-settings">project settings</a>.

View and manage all the<a href="https://helpcenter.idealsvdr.com/en/collections/3976381-documents-management"> documents</a> and<a href="https://helpcenter.idealsvdr.com/en/collections/3976383-permissions-management"> permissions</a> to them.

View, invite, and manage all <a href="https://helpcenter.idealsvdr.com/en/collections/3976382-users-and-groups">project participants</a>.

Set up <a href="https://helpcenter.idealsvdr.com/en/collections/3976392-q-a">Q&amp;A</a> and provide access to it for other participants.

View all project activity in <a href="https://helpcenter.idealsvdr.com/en/articles/7733511-available-reports">reports</a>.

- Access and manage all <a href="https://helpcenter.idealsvdr.com/en/collections/3976380-data-room-settings">project settings</a>.
- View and manage all the<a href="https://helpcenter.idealsvdr.com/en/collections/3976381-documents-management"> documents</a> and<a href="https://helpcenter.idealsvdr.com/en/collections/3976383-permissions-management"> permissions</a> to them.
- View, invite, and manage all <a href="https://helpcenter.idealsvdr.com/en/collections/3976382-users-and-groups">project participants</a>.
- Set up <a href="https://helpcenter.idealsvdr.com/en/collections/3976392-q-a">Q&amp;A</a> and provide access to it for other participants.
- View all project activity in <a href="https://helpcenter.idealsvdr.com/en/articles/7733511-available-reports">reports</a>.

- View permitted documents.
- View own activity in reports.

- View users of own group.
- View activity of own group.

- View permitted documents.
- View users of selected groups.
- View own activity in reports.

Manage users of selected groups: invite, delete, move, deactivate or activate, and change document notifications.

View and manage permissions of selected groups, except their own group.

- Manage users of selected groups: invite, delete, move, deactivate or activate, and change document notifications.
- View and manage permissions of selected groups, except their own group.
- View activity of selected groups.

⚠️ Custom users that are authorized to manage permissions will see complete documents structure in permissions settings despite their permitted documents.

💡 Access to Q&amp;A is defined for each participant by project administrators according to the selected<a href="https://helpcenter.idealsvdr.com/en/articles/7733382-initial-q-a-setup"> Q&amp;A setup</a>, regardless of their group role.

Learn more about <a href="https://helpcenter.idealsvdr.com/en/articles/7733490-creating-groups">creating groups</a> to proceed with the invitation of project participants.

Learn about available roles for participants and the difference between them: Administrator, User, Custom

Feature / Role	Administrator	Custom	User
Personal settings	✔️	✔️	✔️
View own activity in reports	✔️	✔️	✔️
View users of own group	✔️	✔️	optional
View and manage documents	✔️	optional	optional
View activity of own group	✔️	optional	optional
View users of other groups	✔️	optional	❌
View activity of other groups	✔️	optional	❌
Manage permissions	✔️	optional	❌
Manage users	✔️	optional	❌
Create groups	✔️	❌	❌
Manage group settings	✔️	❌	❌
View all project activity	✔️	❌	❌
Project settings	✔️	❌	❌
Project archiving	✔️	❌	❌
Recycle bin	✔️	❌	❌
Q&A setup	✔️	❌	❌