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  2. Streamlining the Q&A Process
  3. Getting started with the Q&A section

Roles in Q&A

What are the different roles in the Q&A?

The Q&A module is a feature that allows the potential buyers to ask questions about (missing) documents. There are several ways to setup this feature. An example of how the Q&A can function is displayed in the image below.

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  Q&A Tip: If you have your Vault in a different language, visit Q&A roles in your language to have better understanding of our Q&A explanations.

Answer Group

Q&A Admin

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The Q&A Admin is in control of the Q&A process. The responsibility of a Q&A Admin is to disclose answers to the buyside. Q&A Admins can give an answer themselves or assign questions to Answer Drafters. After a question has been answered (and assigned back) by an Answer Drafter, it can be disclosed to the buy side by the Q&A Admin.

It is possible to have multiple Q&A Admins.

The Q&A Admin is able to see all submitted questions.

Click here to read more about Answering Questions in Q&A.

Answer Drafter

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The Answer Drafter is able to draft answers. The Q&A Admin can assign questions to an Answer Drafter. After drafting an answer the Answer Drafter should assign it back to the Q&A Admin who can review and disclose the answer to the buy side.

Answer Drafters are able to see all submitted questions, as long as they have the permission to view the document the question is about.

Click here to read more about Answering Questions in Q&A.

Question Group

Question Submitter

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The Question Submitter is able to ask questions about folders and documents directly to the sell side. The Question Submitter is also able to review and submit questions that are assigned to them by Question Drafters.

The Question Submitter is able to see all drafted and submitted questions, and the disclosed answers to their buyer group.

The Question Submitter's name is visible to his group members and the Q&A Admins. 

Click here to read more about Asking Questions in Q&A.

Question Drafter

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The Question Drafter is able to ask questions about folders and documents. After drafting a question it should be assigned to a Question Submitter who can review and submit the question to the sell side.

The Question Drafter is able to see all drafted and submitted questions, and the disclosed answers to his buyer group.

The Question Drafter's name is visible to his group members. 

Click here to read more about Asking Questions in Q&A.

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