Managing groups and users

Managing groups and users

Groups play a central role in managing permissions and what users can see and do in a data room, as the permissions are always managed on the group level, so all users belonging to a certain group will have the same permissions. If single users must have particular permissions, a group can be created for each of them. Due to the nature of the permissions model, a user can always only be member of one group at a time.

The Users section, accessible via the 'Users' tab in the left main navigation bar, allows all members of the 'Administrators' group to manage groups and users. Members of any other group cannot access the user management, the 'Users' tab will not be displayed in their navigation bar. These users cannot see any information about any other groups or users invited to the data room.

In the Users section, administrators can:
  1. view the status of groups and users, read more
  2. create groups and add users to them, read more
  3. add users to existing groups, read more
  4. invite users, read more
  5. resend invitations, read more
  6. move users to another group, read more
  7. block and unblock groups and users, read more
  8. edit groups and users, read more
  9. delete users and groups, read more
  10. export groups and users, read more
  11. send messages, read more
Please note:
  1. Administrators group
    If your data room has just been set up, only the group 'Administrators' exists. Although it can be renamed, It cannot be deleted, or blocked, and there must be always at least one active, unblocked user in this group. Drooms will ensure that the last active member cannot be blocked or moved to another group.
The first users in this group will always be the owner of the data room (Drooms FREE, Drooms FLEX), or the main contact (Drooms TRANSACTION, Drooms LIFECYCLE), as well as the user 'support@drooms.com', i.e., 'Administrator, Drooms'. Members of this group will all have the same full administrative rights in your project and are also the only users permitted to order archives or request information about the contract and data room information.
  1. Drooms Administrator
    The Drooms Administrator account allows Drooms employees in Customer Success to access your data room, if you request administrative support and services offered by Drooms, or for troubleshooting.
By default, this user is blocked for Drooms Free and Drooms FLEX subscriptions, as these do not include project management services. For Drooms TRANSACTION and LIFECYCLE projects, the Drooms Administrator has access to those, as any data room booked via our Sales team includes certain project management services.

It is possible to move the Drooms Administrator to other user groups, or to block the Drooms Administrator. Drooms will then be unable to access your data room and any data contained. However, if technical support is required or data room archives are to be ordered, the Drooms Administrator must be unblocked and be a member of the Administrators group.

    • Related Articles

    • Creating groups and users

      Only administrators can create groups and add users to them. Groups play a central role in managing permissions and what users can see and do in a data room, as the permissions are always managed on the group level, so all users belonging to a ...
    • Editing groups and users

      While many functionalities needed for managing groups and users can be directly accessed via the Users section's context menu, there are a few, which are also alternatively, or even only, provided on the Group Details and User Details overviews. ...
    • Blocking and unblocking groups and users

      As administrator, you have full control over who can see what for how long in your project. Blocking the access of groups and users is therefore just as important for managing groups and users as granting access. To block groups or users, proceed as ...
    • Deleting groups and users

      We recommend to not delete users or groups without second thought. Often it might be enough to simply block the access of these groups or users. Blocked users will not have access to your project anymore and it will no longer be displayed in their ...
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      While you can look up online the details and settings for a single group or a single user, the Users export provides you with a convenient and cumulative group and user overview to check upon a variety of parameters: You can either select single or ...