VDR user roles | VDRPro

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 VDR settings (except for those that must be updated by an Intralinks administrator)
• Change the VDR’s phase
• View and export VDR reports
• View all users in the VDR
• Add, update and remove users and groups
• View all documents in the VDR
• View document access reports
• Add, modify and delete folders and documents
• Set permissions for documents and folders
• Copy folders and documents within a VDR, and from one VDR to another
• Set up custom field values, if the VDR 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 VDR uses Q&A
• Request archive copies of the VDR

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

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 VDRs that use Q&A
• They cannot be a primary contact for the VDR

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 VDR 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 VDR during any phase: hold, preparation or open.

Users with the Manager role can:

• View and update VDR settings (except for those that must be updated by an Intralinks administrator)
• Change the VDR’s phase
• View all users on the VDR
• Add, update and remove users and groups
• View all documents on the VDR
• View document access reports
• Add, modify and delete folders and documents
• Set permissions for documents and folders
• Copy folders and documents within an VDR, and from one VDR to another
• Set up custom field values, if the VDR 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 VDR users. Users with the Manager role can view the VDR during any phase: hold, preparation or open.

Users with the Manager Limited role have the ability to:

• View VDR settings
• View and export VDR reports
• View all users in the VDR
• 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 a VDR, and from one VDR 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 VDR during any phase: hold, preparation or open.

Users with the Publisher Plus role can:

• View VDR settings
• Modify the VDR’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 a VDR or documents are added or updated
• View all users in the VDR
• Add, update and remove groups
• View all documents in the VDR
• View document access reports
• Add, modify and delete folders and documents
• Set permissions for documents and folders
• Copy folders and documents within a VDR, and from one VDR 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 VDR users. Users with the Publisher Plus role can view the VDR during the preparation and open phases.

Users with the Publisher role can:

• View all users in the VDR, except for those with the Hidden Manager Plus role
• View documents that they have added to the VDR, 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 they have uploaded
• Copy folders and documents within a VDR, and from one VDR to another
• Set up custom field values, if the VDR 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 cannot:

• Modify titles of created folders
• Delete created folders
• Set permissions for folders

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

Users with the Reviewer Plus role can:

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

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

Users with the Previewer role can:

• View documents for which they have been given permission
• View and respond to comments added to workflows, if they are associated with the workflow

If the Allow Reviewers and Previewers to add documents to select folders VDR setting is enabled, users can:

• Add documents within specified folders
• Modify, copy, and delete documents that they have added
• Send email alerts for the documents that they have added
• Create sub-folders within a specified folder

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 Banking & Securities participant group.

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

Users with the Reviewer role can:

• View documents for which they have been given permission
• View and respond to comments added to workflows, if they are associated with the workflow

If the Allow Reviewers and Previewers to add documents to select folders VDR setting is enabled, users can:

• Add documents within specified folders
• Modify, copy, and delete documents that they have added
• Send email alerts for the documents that they have added
• Create sub-folders within a specified folder

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 VDR only during the open phase.