Applies to: Advisors
Documents that are in the diligence area can be permissioned so that buyers can view them when the deal is live. Access to documents is configured by group. All members of the group will have the access level assigned to the group. Documents can have the following permissions:
- No access - Users in the group will not be able to see or access this document.
- View - Users in the group can view the document in the browser. Buyers will not be able to download and save the files locally. This is the recommended way of sharing your documents with buyers.
- Download - Users in the group can view the document in the browser, download it and save it locally.
Video - Assign Permissions in DealCentre
Watch this video walkthrough about how to set permissions for Buyer Groups within DealCentre.
Prerequisites
Before you can permission documents, the following prerequisites must be met:
- There must be documents in the diligence area. For information about pushing documents to diligence, see Working with documents in preparation.
- Buyer groups must have been created. For information about creating buyer groups, see Adding buyer and seller groups to a deal.
How to give users permission to access documents
You can apply permissions to a folder or to individual files. If you apply permissions to a folder, that permission will apply to all files in the folder. As you add files to diligence, you must assign permissions to them. By default, files added to diligence are assigned No access.
- Click the deal for which you want to permission documents.
- From the Documents menu, click Diligence.
- Click Manage Access.
- Click Edit.
- (Optional.) To select the groups that you want to permission, click Select Groups. Select the groups that you want to display and click Apply. You must select at least one group. You can select up to a maximum of 20 groups.
- Click Edit.
- For each file/folder, click on the icon for no access, view, and download to assign permissions to the group. By default, no access is applied. Cells that have pending changes appear in yellow.
Note that if you change a permission for a group, then hide the group, the permission change is still valid and will be applied when you click Apply Changes.
- Click Apply Changes.
How to remove files and folders from diligence
Removing documents from diligence does not delete them. You may need to remove files or folders from diligence if you want to make changes to the documents or the file/folder structure. After making changes in preparation, you can push the documents and folders back to diligence.
- Click the deal.
- From the Documents menu, click Preparation or Diligence.
- Select the file or folder that you want to remove from Diligence.
- Click Remove from Diligence.
- Click Remove.