Adding a group to an exchange | VDRPro

  • Updated

Product: VDRPro
Applies to: All Manager roles, Publisher Plus, Reviewer Plus
 

To add a group to an exchange, you first set the group’s properties, then add people to the group.

I want to

  • Add a user group to an exchange

Steps

Setting group properties

  1. Open the exchange to which you want to add a group and select Users & Groups at the top of the screen.
  2. Click Add Groups(s).
  3. In the Group Name field, enter a name for the group.
  4. In the Group Type field, select the type of group you are creating.

    Exchange Group – Select this group type if you only want to give the group’s members access to documents, and the members do not need to be visible to one another. People with any exchange role can belong to an exchange group.

    Buyer/Participant Group – Use this group type for groups of reviewers and previewers who need to be visible to one another. If you are using Intralinks VDRPro's Q&A function, this group will be able to submit questions to the Q&A coordinator.

    Collaboration Group – All members of collaboration groups can see one another, regardless of their exchange role. If you are using Intralinks VDRPro's Q&A function, use this group type for groups of users inside your organization. Questions can be delegated to the members of this group. Do not use this group type for users who will be made Q&A coordinators.

  5. (Optional.) In the Notes field, add notes that provide additional information about the group. Notes are for reference only. They do not appear on reports.
  6. (Optional.) If watermarking is enabled for the exchange, in the Security Options field, select whether to display the watermark on PDF and Microsoft Office documents for this group.

    Note: Watermarks will only be shown for reviewers and previewers. Managers and publishers will only see watermarks if the Display watermark for Managers and Publishers toggle is on in the Watermark Configuration screen of the exchange’s settings.

  7. If the exchange is using group level custom fields, in the Custom Fields section, add values to the custom fields.
  8. Click Next.

Assigning people to the group

  1. In the Available Users list, mark the boxes next to names of people you want to add, then click Add Selected User(s) to move the names to the Group Members list.

    You also can highlight one or more names and drag them from one list to the other.

  2. Click Add. The new group is created and added to the All Groups list.

Additional information

Was this article helpful?