A Workspace has three roles: Admin, Manager, and Contributor.
Think of these roles as different levels of responsibility and access. Each role is designed to support a different type of involvement in preparing for a deal. This can be based on people who control the entire process, to those who coordinate certain parts, to those who contribute specific documents or information. Users can be assigned different access to set up and manage the Workspace, coordinate tasks, or contribute to the preparation process.
Admin
Admins have full control over the Workspace, are responsible for managing the data collections and opening the Data Room.
The Admin role is intended for you and your colleagues.
Please note: Admins must be Organization members. When inviting a user as Admin, a checkbox that automatically invites same-domain users to the Organization is enabled by default and cannot be turned off.
Manager
The Manager role is designed for external advisors who are actively involved in deal preparation, particularly in mid- to large-sized transactions.
For example, a Lead Advisor can invite an external Legal Advisor as a Manager to assist with document preparation and coordination.
Managers can:
- Help structure data in the Workspace
- Help coordinate the preparation process
- Divide tasks across the team
- Invite additional users when needed
Contributor
The Contributor role is designed for external users who support the preparation process but don’t need administrative control. This role is often used for clients or team members who contribute documents and information.
What each role can do