Virtual Data Room
As a Deal Room
For Corporate Document Storage
Data Room Security
Data Room Comparison
Who We Help
Private Equity + Venture Capital
Customer Training Webinar
How to Set Permission-Based User Roles
What you will learn:
How to define & set custom permission-based roles for individual users and groups.
An introduction to system generated roles.
Use cases for specific data room user roles.
How to use the "View As" feature to preview roles that have been set.
General best practices for creating permission-based user roles.
Need additional assistance?
Contact us at
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