About the Gatekeeper functionality
In the Q&A module it is possible to enable gatekeeper functionality.
This enables one or more users to act as a gatekeeper, which makes them responsible for publishing questions/answers to the other side of the data room. This works as a form of quality control and is very useful for larger transactions with a high number of questions/answers.
• Gatekeepers on the buyer side are responsible for publishing questions to the seller side
• Gatekeepers on the seller side are responsible for publishing answers to the buyer side
• A data room can have an unlimited number of gatekeepers
Gatekeeper setup
To enable gatekeeper functionality, go to Settings then Q&A settings. Here, you can select to enable gatekeeper for both sides of the data room, seller and buyer.
Select which side you want to enable gatekeeper for, buyer or seller (or both), and click on Save changes. You have now enabled gatekeeper functionality. It is now time to select what users should be set up as gatekeepers. Click the shortcut underneath the Gatekeeper settings to access the user list (Settings > Manage users and permissions) In the list of users, put a checkmark in the GK column on the far right next to the users you want to enable as gatekeepers.
Using the Gatekeeper
When you view the list of questions in the Q&A tab you can see the status of the questions. When a question is listed as Unpublished it means there is an answer you can review as a gatekeeper. Click the title of the question to bring up the question details.
To assign the question to a different user on the seller side click Edit responsible and select the relevant user from the drop-down menu. Click Notify to send the user an email notification. You can also choose to work with the question/answer yourself. As a gatekeeper you can publish, edit or delete the answer. You can also change the category of the original question if necessary.
Categories set-up
To enable Categories, go to Settings > Manage Q&A categories.
Categories can be added to questions. You can use them to filter, sort and get an overview of the different types of questions that have been posed by buyers. Administrators can add more categories by clicking on the Add category button or edit the existing ones by clicking on the name of a category. If you don’t make your own categories a set of default categories will be provided.
To disable the use of Q&A categories go to: Settings > Q&A settings and uncheck the Activate categories in the Q&A setting.
