Changing a member's exchange role | VDRPro

  • Updated

Product: VDRPro
Applies to: Manager Plus, Hidden Manager Plus, Manager, Manager Limited, Reviewer Plus
 

To change a member’s exchange role, you must have an equal or higher exchange role as the member whose role you want to change. You can change an individual’s exchange role or change roles for multiple members at the same time.

I want to

  • Change a member's exchange role

Steps

Changing an individual’s exchange role

  1. Click Users and Groups.
  2. Select the name of the person whose exchange role you want to change.
  3. Click Properties.
  4. From the Exchange Role list, select the person’s new role.
  5. Click Save Changes.

Setting roles for multiple members

  1. Click Users and Groups.
  2. Select the names of people whose exchange roles you want to review or change.
  3. Click Edit.
  4. Use the menus in the Role column to set each member’s role within the exchange.
  5. To make a member a key contact, mark the Key Contact column in the row of the member you want to make a key contact. (The Reviewer Plus, Publisher Plus, Manager, Manager Limited, and Manager Plus roles are eligible for the Key Contact role.)
  6. If Intralinks VDRPro's Q&A function is being used on the exchange, members with the Manager Plus exchange role can be assigned the Q&A Coordinator role. In addition, if the limited Q&A coordinator role is enabled on the exchange, members with the Reviewer Plus role also can be assigned the Q&A Coordinator role (as a limited Q&A coordinator). Use the Q&A Coordinator column to assign this role. You must have an equal or higher exchange role as the member you want to make a Q&A Coordinator. See Modules (Advanced Settings) for information on enabling the Limited Coordinator role.
  7. Click Save.

Additional information

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