Managing users and groups - buyside | DealCentre AI

This article explains how buyside administrators manage users and groups in DealCentre AI.

How to access Users And Groups for buyside

Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
Select the deal you want.
Click the Users And Groups icon on the left side of the screen.

Video - Managing buyside users & groups

Watch this tutorial for guidance on managing users and groups within a buyside type of deal.

Overview of buyside group types

Every deal includes several organizations and teams that work together to complete the transaction. The platform organizes these teams into groups. Each group has a functional role in the deal process.

Core group names are the same across all deals. The core groups for your deal are automatically setup as the deal is structured as per your contract.

Core buyside group types

In a buyside deal, users are organized into deal team and target related groups to control access to diligence content and workflows.

Deal Team

The Deal Team in a buyside represents the administrators with full control over the deal.

Deal team can have functional deal team groups. For example, Finance, IT, and Human Resources.

Target

The Target represents the organization under consideration for acquisition.

The target groups are used to define which target users can access specific areas or requests.

How to manage deal team and deal team groups

The group type Deal Team is automatically created when the deal is created. All deal team members that belong to this group type are considered as buyside deal administrators. Email addresses must match your organizations' domain.

Buyside deal administrators can create other groups of type Deal Team Group. These groups allow to segment access and responsibilities across internal teams such as Finance, IT, or HR.

Deal team capabilities

Deal team members can access the diligence area. They can view documents based on assigned permissions.

Add deal team members

Add users that are internal to your organization that you want to add to a deal team. Display the deal you want to work with.

From within Users and Groups, click the Deal Team group name.
Click Add People.
Enter the email addresses of the people you want to invite, separated by spaces, commas or semicolons. Only users in your organization's domain can be added.
Click Save.

Remove deal team members

Any deal team member can remove another deal team member. This is useful, for example, if an advisor has left the firm, the user's email address was incorrectly added, and so on. After deal team member is removed, they cannot create deals or manage contacts and other users within the deal. They will still retain access to deals to which they are invited.

Note: You cannot remove yourself from the deal team group.

From within Users and Groups, click the Deal Team group name.
To remove a deal team member, click the trashcan icon in the Actions column.
Click Delete to confirm.

Add a deal team group

From within Users And Groups, click the three dots menu in the Actions column of the deal team and select Add Deal Team Group.
In the Deal Team Group Name field, enter a name for the group.
Click Save.

Delete a deal team group

Deleting a group removes all people within it from the deal.

From within Users And Groups, click the arrow next to the deal team's name to view all deal team groups.
Click the three dots menu in the Action column for the deal team group you want to delete and select Delete.
Click Delete to confirm. All people within the group will be removed, as well.

How to manage targets and target groups

Targets upload and organize documentation in the Diligence area. The group type Target is created when you add a target to the deal. You can add Target Groups to control what individual target members can access and manage.

Add a target

From within Users And Groups, click Add Target.
In the Target Name field, enter the target's name.
(Optional.) In the Add People section, copy and paste or enter the email addresses of the people.
Click Save.

Add a target group

From within Users And Groups, click the three dots menu in the Actions column of the target and select Add Target Group.
In the Target Group Name field, enter a name for the group.
Click Save.

Delete a target group

Deleting a group removes all people within it from the deal.

From within Users And Groups, click the arrow next to the target's name to view all target groups.
Click the three dots menu in the Action column for the target group you want to delete and select Delete.
Click Delete to confirm. All people within the group will be removed, as well.

View documents available to a target group

From within Users And Groups, click the arrow next to the target's name to view all target groups.
Click the target group name.
Click View As This Group.

Manage target access

From within Users And Groups, click the arrow next to the target's name to view all target groups.
Click the target group name whose access rights you want to change.
Click Manage Target Access.

Enable bulk download for target groups

You can enable bulk download of documents up to 1GB for target groups.

From within Users and Groups, mark the checkbox next to the group's name in the Bulk Download column.

How to manage people across groups

Add people

From within Users And Groups, click Add People.
In the Select Group field, select the group to which you want to add people.
Copy and paste or enter the email addresses of the people you want to add.
Click Save.

Remove people from a deal

From within Users And Groups, click People.
Click the trashcan icon in the Actions column for the person you want to remove.

Resend notifications

You can resend a welcome notification to users in live deals. The Status column for groups and individual people shows whether they have accessed the deal and when they last accessed it. This information helps you decide whether to resend a notification. Click on a group to see the group status. Click the People tab and to view the status of individuals.

From within Users And Groups, use one of the following options:
- Click People, then click the Resend Notification icon in the Actions column for the person.
- Click the group name, then click the Resend Notification icon in the Actions column for that group.

Export a list of people and groups

You can export all deal team team members, targets and their groups to a Microsoft Excel file. The file is sorted alphabetically by group name and includes the time users last accessed the deal.

From within Users And Groups, click Export People and Groups.