Roles & Permissions

Types of roles

• Types of roles
• Admin
• Manager
• Contributor
• Guest

Setting up permissions

• Setting up Sell side permissions
• Setting up Buy side permissions
• Non-viewable files
• Setting custom permissions on specific folders, documents or file types
• Copy permissions

Roles and user management

• Create a new sell side role
• Create a buy side group
• Create and manage roles in groups
• Invite and manage users

Roles & permissions FAQ

• Contact an Admin
• What are the content permissions for Guests?
• Why do I see a deviation icon next to the permissions?
• Limited Manager