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  2. Roles & permissions

Roles & permissions

Actions on permissions

  • Set permissions
  • Copy permissions
  • Set permissions on one specific document or folder
  • Mass download and watermark setups
  • Manage watermark settings
  • Set up watermarked mass downloads
See all 7 articles

Actions on roles and groups

  • Create a buyer group
  • Deactivate or disable a role
  • Schedule disabling a role
  • Enable a role
  • Add role to group
  • Combine two (or more) separate permission roles into one group
See all 9 articles

FAQ

  • What are the content permissions for Guests?
  • Split of sell side and buy side
  • View as buyer
  • Warning triangle next to the folders
  • Can I change a role type of a role?
  • Activity reports for Guests
See all 11 articles

Role types

  • Role type: Guest
  • Role type: Content Admin
  • Role type: Project Admin
  • Role type: Vault Admin

Office 365 viewer

  • Microsoft Office 365 viewer
  • FAQ's on personal copies in the Office 365 viewer
  • Enable Microsoft Office 365 viewer
  • Edit browser settings to allow Office 365 personal copy

Have more Questions?

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