Roles and folder permissions

This overview under Settings > Roles/Folder Permissions allows you to manage access to folders for different user roles in the data room.

Click Select Visible Roles to edit which roles are visible in the folder structure.

Match a user role with the desired folder by checking the box next to the folder title.

To grant a user role access to all folders, click the top-level folder to automatically grant access to all sub-folders.

You can uncheck sub-folders to exclude them from the user role's access. Expand the folder and deselect the sub-folder you want to exclude.