Data room users are divided into user groups. Their group settings define user roles, access to data room functionality, document permissions, and other settings.
To start creating a user group, click New group in the Users tab.
There are two types of users in the data room – Administrators and Users with two roles within each type.
ℹ️ Learn more about available user roles.
In the appeared window:
Select the role and enter a group name.
Depending on the selected role, define additional settings:
For collaboration users: choose who they can collaborate with and whether they can see other users' activity.
For restricted administrators: choose who and what they can manage.
Set document permissions or copy them from the existing user group.
Define access to the data room:
Unlimited: users will have unlimited access to the data room.
Disabled: if you disable the access, the users invited to this group will not receive their invitations until you enable the group.
Till date: users will have access to the data room until the specified date only.
Click Create.
Once you're done setting up user groups, you can proceed with inviting users to them.