Users can see all projects they participate in on the projects dashboard, as well as Create new data room. This option is also available under the hamburger menu in the top left corner.
While creating a new project, it is possible to choose between two options.
Within an existing corporate account
In this case, a new data room will be linked to the chosen corporate account and listed in the Projects tab under your corporate account.
💡 Only corporate account participants can create projects within existing corporate accounts. Otherwise, there is only one option – create your own corporate account.
Create a new corporate account
If you want to create a project under a new contract, choose Create a new corporate account. Your customer success manager will contact you to discuss further details of the new subscription.
Your new corporate account will be in trial status until a new contract is signed.
For each new data room, you must specify the project name, server location, and data room administrators.
By default, the user who creates the data room is added to the list of full admins. There is a possibility to deselect the default administrator and/or add other administrators.