Exchange roles | VDRPro

  • Updated

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

Each exchange role has specific capabilities and limitations. The following list describes the capabilities of each role.

Manager Plus

Users with the Manager Plus role can perform all tasks except those that must be performed by Intralinks administrators (members of the Intralinks customer support team).

Users with the Manager Plus role can:

  • View and update exchange settings (except for those that must be updated by an Intralinks administrator)
  • Change the exchange’s phase
  • View and export exchange reports
  • View all users on the exchange
  • Add, update and remove users and groups
  • View all documents on the exchange
  • View document access reports
  • Add, modify and delete folders and documents
  • Set permissions for documents and folders
  • Copy folders and documents within an exchange, and from one exchange to another
  • Set up custom field values, if the exchange uses them
  • View and change custom field values for individual documents
  • Create naming conventions, if enabled
  • Create, update, activate, and inactivate workflows, if enabled
  • Initiate tasks and respond to tasks assigned to them using workflows
  • View all active workflows
  • View and respond to comments added to workflows (if they are either a workflow owner or member of a target group)
  • Act as Q&A coordinators, if the exchange uses Q&A
  • Request archive copies of the exchange

Users with the Manager Plus role are visible to all other exchange users. Users with the Manager Plus role can view the exchange during any phase: hold, preparation or open.

Hidden Manager Plus

Users with the Hidden Manager Plus role can perform all tasks that can be performed by users with the Manager Plus role, described above, with the following exceptions:

  • They cannot create workflows
  • They cannot act as Q&A coordinators on exchanges that use Q&A
  • They cannot be a primary contact for the exchange

Users with the Hidden Manager Plus role are not visible to users with the Publisher, Previewer or Reviewer role.

Some actions will reveal the identity of users with this role. To avoid being made visible to other exchange members, users with the Hidden Manager Plus role:

  • Should not be added to collaboration groups
  • Should avoid posting documents and comments

Users with the Hidden Manager Plus role can view the exchange during any phase: hold, preparation or open.

Manager

Users with the Manager role can:

  • View and update exchange settings (except for those that must be updated by an Intralinks administrator)
  • Change the exchange’s phase
  • View all users on the exchange
  • Add, update and remove users and groups
  • View all documents on the exchange
  • View document access reports
  • Add, modify and delete folders and documents
  • Set permissions for documents and folders
  • Copy folders and documents within an exchange, and from one exchange to another
  • Set up custom field values, if the exchange uses them
  • View and change custom field values for individual documents
  • Initiate tasks and respond to tasks assigned to them using workflows
  • View and respond to comments added to workflows, if they are associated with the workflow

Users with the Manager role are visible to all other exchange users. Users with the Manager role can view the exchange during any phase: hold, preparation or open.

Manager Limited

Users with the Manager Limited role have the ability to:

  • View exchange settings
  • View and export exchange reports
  • View all users on the exchange
  • Add, update and remove users and groups

Manager limited can only add users with the following roles: reviewer, publisher, previewer, and manager limited.

  • View all documents
  • View document access reports
  • Add, modify and delete folders
  • Add, modify, and delete documents
  • Set permissions for documents and folders
  • Copy folders and documents within an exchange, and from one exchange to another
  • Initiate tasks and respond to tasks assigned to them using workflows
  • View and respond to comments added to workflows, if they are associated with the workflow.

Users with the Manager Limited role can view the exchange during any phase: hold, preparation or open.

Publisher Plus

Users with the Publisher Plus role can:

  • View exchange settings
  • Modify the exchange’s footer and agreement page
  • Modify the name that appears in the From: line and the optional note that is added to email notifications sent when people are added to an exchange or documents are added or updated
  • View all users on the exchange
  • Add, update and remove groups
  • View all documents on the exchange
  • View document access reports
  • Add, modify and delete folders and documents
  • Set permissions for documents and folders
  • Copy folders and documents within an exchange, and from one exchange to another
  • Set up custom field values, if enabled
  • View and change custom field values for individual documents
  • View and respond to comments added to workflows, if they are associated with the workflow

Users with the Publisher Plus role are visible to all other exchange users. Users with the Publisher Plus role can view the exchange during the preparation and open phases.

Publisher

Users with the Publisher role can:

  • View all users on the exchange, except for those with the Hidden Manager Plus role
  • View documents that they have added to the exchange, or for which they have been given permission
  • Add folders
  • Add documents
  • Modify and delete documents (must be given “control” permission for the documents)
  • Set permissions for documents and folders
  • Copy folders and documents within an exchange, and from one exchange to another
  • Set up custom field values, if the exchange uses them
  • View and change custom field values for individual documents
  • View and respond to comments added to workflows, if they are associated with the workflow

Users with the Publisher role are visible to all other exchange users. Users with the Publisher role can view the exchange during the preparation and open phases.

Reviewer Plus

Users with the Reviewer Plus role can:

  • View exchange settings
  • View exchange details
  • View all users on the exchange
  • Add, update and remove users and groups
  • View all documents on the exchange
  • View document access reports

Users with the Reviewer Plus role are visible to all other exchange users. Users with the Reviewer Plus role can view the exchange during the preparation and open phases.

Previewer

Users with the Previewer role can:

  • View documents for which they have been given permission
  • Add documents within specified folders (if the Allow Reviewers and Previewers to add documents to select folders exchange setting is enabled)
  • Modify, copy, move and delete documents that they have added
  • Send email alerts for the documents that they have added
  • View and respond to comments added to workflows, if they are associated with the workflow

Users with the Previewer role are not visible to other users with the Previewer role or users with the Reviewer role unless they are members of the same collaboration group or M&A buyer group or B&S participant group.

Users with the Previewer role can view the exchange during the preparation and open phases.

Reviewer

Users with the Reviewer role can:

  • View documents for which they have been given permission
  • Add documents within specified folders (if the Allow Reviewers and Previewers to add documents to select folders exchange setting is enabled)
  • Modify, copy, move and delete documents that they have added
  • Send email alerts for the documents that they have added
  • View and respond to comments added to workflows, if they are associated with the workflow

Users with the Reviewer role are not visible to other users with the Reviewer role or users with the Previewer role unless they are members of the same collaboration group or M&A buyer group or B&S participant group.

Users with the Reviewer role can view the exchange only during the open phase.

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