Product: VDRPro
Applies to: All Q&A users
Clean teams are specialized groups typically representing or advising the buy side. Clean teams need to have permission to see sensitive documents that will not be accessible to all participants.
To configure clean teams in VDRPro, simply create a group (use group type: Exchange) for each clean team and set permissions to view documents accordingly.
The clean teams feature for Q&A allows these select participants to maintain a private communication with the Q&A Coordinators by flagging certain questions as clean team questions. These will not be seen by the other members of their own buyer group.
When a clean team member adds a new question, the new Question Visibility field is displayed. The clean team member can select whether only clean team members or the entire buyer group can see the question.
Questions designated as clean team will only be visible to other clean team members from that buyer group. This includes all follow-up questions, comments and answers in that thread. Q&A reports will also follow this visibility logic based on who is exporting them.
Questions added with clean team visibility will be flagged in the question list to help users differentiate them from other questions. Questions with clean team visibility cannot be added to the FAQ.
Video - How to create clean team groups and set up clean teams for Q&A
Watch this video tutorial on how to set up clean team visibility in your VDR, and assign group members the clean team role.
Configure a clean team in Q&A
Enable clean team visibility for Q&A
By default, clean team for Q&A functionality is not enabled. It must be turned on by enabling the Allow for Clean Team Visibility VDR setting.
Note: Once this setting is turned on, it cannot be turned off.
- Open the VDR and click Settings in the upper right corner of the screen.
- Click Exchange Settings.
- Click Modules in the left panel.
- The Enable Questions & Answers (Q&A) setting should be enabled.
- Enable the Allow for Clean Team Visibility setting.
- Click Apply Changes.
Designate clean team members
Clean team members must be selected as submitters before they can be assigned the clean team role in Q&A. For more information, see Setting up Q&A (for managers).
- On the upper right of the VDR screen, click Settings > Q&A Configuration.
- In the left panel, click Submitters.
- In the Select Question Submitters section, click the appropriate buyer group.
- Under the Clean Team column on the right, click the checkbox for the applicable user(s).
- Click Save.
- Click Finish to leave the Q&A Configuration screen.
On the Users & Groups tab, clean team members are identified by an icon resembling a padlock in a comment bubble.
Additional information