Admins and Managers (when given the appropriate permissions) can manage what users can see and which actions they can perform in the Data Room.
How to configure Buy side permissions
To do this, go to the Buy side, navigate to the Guest role you want to set up, and click Set permissions to the right of the role.
Note: if you still need to create a Buyer group, please see this article.
Available permissions and settings
After that, the permissions screen will appear.
1. Mass download: Users can download multiple files at once. The chosen download permission (download secured PDF or download original) applies to each document. If mass download is disabled, users can still download files individually if given download permissions.
2. Watermark: Watermarks will be displayed in our viewer and in downloaded secured PDFs.
3. Download Excel files: Excel files automatically get 'Download original' permissions if the user has access to them.
4. Activity reports: When enabled, users can download the Document activity by user report. Users can see all activity of other users in their own role.
5. View online: Grants access to a folder or document so users can see it in the folder structure. If a file can be converted, it can be viewed online in the secure viewer. Non-converted files are not viewable in the Data Room.
6. Download secured PDF: The original document will be downloaded as a secured PDF. This applies only to files that can be converted and are not in Excel format. For more information, see our best practices for non-converted files and Excel files in the Data Room.
7. Download original: Users can download the original document from the Data Room (without a watermark).