Create a buy side group
How to add or create a new buy side group?
| 1. Go to Buy side and click New buy side group. |
| 2. Select if you want to create a group with one or group with multiple roles. Note that for every (potential) buyer group, a new buyer group in the Data Room should be created. Roles are not the same. |
If all users you want to invite into a (potential) buyer group can have the same permissions, you can create a "Group with one role".
This means that the permissions you set are for everyone and there are no limitations possible between users (departments, advisors, clean team e.g.).
A "Group with multiple roles" can be used if the users within a (potential) buyer group have deviating permissions from each other, for example: the financial advisor can only access folders 1 and 2, but the tax advisor can only access folders 3 and 4 e.g.
With multiple roles in a buyer group it's easier to see the insights of their activity and to filter the questions in the Q&A.
| 3. Determine the group name and select a color for your group. A group color can be used for your own clarity in case there are multiple (potential) buyers. Determine which roles you would like to create and give them names accordingly. In the example below, there is a role created for "Legal" and "Finance" advisory in the buyer group "Blue". Note: The group and role names are not visible to users in the group, but will be shown in the reports on the USB archive. Therefore, we advise to use a code name instead of the actual company name e.g..
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| 4. Click Save to finalize the action. |
Role Tip: Users can only be invited to the Vault after setting the permissions for their role. Be aware that users will only be able to run activity reports if this permission has been granted.