Under Settings > Roles/Folder Permissions allows you to manage access to folders for different user roles in the data room.
Editing Visible Roles
- Select Visible Roles: Use this option to edit which roles are visible within the folder structure.
Assigning Folder Access
- Match Roles to Folders: Assign a user role to a folder by checking the box next to the folder title.
- Granting Full Access: To grant a user role access to all folders, click the top-level folder. This automatically extends access to all sub-folders.
Customizing Folder Access
- Exclude Specific Folders: You can remove specific sub-folder access by expanding the main folder and unchecking the sub-folder you want to exclude.
Note: Changes to roles and folder permissions are automatically saved. To create a report of current access settings, click `Export to Excel`.