The Sell side is the internal side of the Data Room. It is where you and your colleagues (and, where relevant, your advisors) prepare the Data Room, upload and manage documents, set permissions and manage the Q&A.
Sell side roles
There are three roles available on the Sell side. Which role fits best depends on what each person needs to be able to do in the Data Room:
- Admin – The role with full control. An Admin can manage everything, including roles, permissions and content, the Q&A module, closing the Data Room and requesting archives. It is advisable to always have at least two Admins.
- Manager – A role with limited administrative rights. A Manager can manage roles, permissions and content and can access the Q&A module, but cannot close the Data Room or request archives.
- Contributor – A content-focused role. A Contributor can upload and manage content and view the sections assigned to them, but cannot manage roles or permissions. The user visibility setting determines whether they can see other users.
Create a Manager or Contributor role
1. Go to Sell side and click + New sell side role.
2. Choose between the sell side role types Contributor or Manager.
3. Click on Select for the chosen role type and press Continue.
4. Determine the name for this role, which could be a definition of their function, an easy way to distinguish your users or just simply their names. The name of the role and the users in the role are visible to every user on the Sell side.
5. Click Save to finalize the action.
6. After the new seller role has been created, so you must set the permissions.
7. Once the permissions have been set, you can invite the users.