Creating groups while setting permissions

Creating groups while setting permissions

While setting permissions in the permissions control panel, you can also create further groups.
-> Read more about setting permissions

To do so, proceed as follows:
  1. With opened permissions control panel, open the group selection drop-down menu.
       
  1. Click on the '(+)' icon (first from left) at the bottom of the menu to open the 'Create Group/Add User' dialog.
  1. This dialog works the same way as the one which can be opened in the Users section.
  1. Create groups, invite users and then proceed to set permissions.

    • 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 ...
    • Setting permissions

      Only administrators can set permissions and control, which documents certain user groups may see, print, or download, either as watermarked .pdf, or as native file, or if other user groups may edit certain parts of a data room. -> Read more about the ...
    • Copying permissions

      When a user group should have the same permissions as another one, permissions can simply be copied from one group to another. This can already be done when creating groups, but also any time later. To copy permissions while creating a group, proceed ...
    • Comparing permissions

      When managing permissions in a data room, it can be useful to check, whether certain user groups have either the same permissions, while others explicitly have differing permissions. To compare permissions, proceed as follows: Select 'Data Room' in ...
    • Exporting permissions

      Sometimes it may come more handy to review, compare and edit permissions not online, but using MS Excel sheets, and then upload the edited permissions again. To export permission, proceed as follows: Select 'Data Room' in the navigation menu on the ...