Roles & Permissions

Types of roles

• Types of roles
• Vault Admin
• Project Admin
• Content Admin
• Guest

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

Setting up permissions

• Setting up Sell side permissions
• Setting up Buy side permissions
• Best practices to solve the problem of non-converted files
• Setting deviating permissions on specific folders, documents or file types
• Copy permissions

Office 365 viewer

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