Product: VDRPro
Applies to: All Manager roles, Publisher Plus, Reviewer Plus
Note: The terms VDR and exchange are used interchangeably in Intralinks products.
Access these settings by clicking Settings from the menu in the upper right of the screen. Select Exchange Settings, then click Access Control in the left panel.
Enabled Roles
This section displays all the roles that are available for members of this VDR. This section is informational only. The roles were selected on the template that was used to create the VDR and cannot be changed once the VDR has been created.
For more about roles, click What does each role do?
Allow Collaboration Groups
This setting typically is used with Intralinks VDRPro’s Q&A functionality. It determines whether collaboration groups are available on your VDR. Collaboration groups enable members of your organization to communicate with one another while using your VDR. Collaboration groups also are used to delegate buyers’ questions to subject matter experts within the organization if you are using Intralinks VDRPro’s Q&A function in the VDR. Once this setting is enabled for a VDR, it cannot be turned off.
- If this setting is turned ON, you can create collaboration groups using the Add Group wizard.
- If this setting is OFF, you cannot create collaboration groups on the VDR, and you cannot delegate VDR members’ questions to subject matter experts within your organization.
Allow Buyer/Participant Groups
This setting determines whether buyer/participant groups are available in the VDR. Buyer/participant group members must have a role of Previewer or Reviewer. A user can be a member of only one buyer/participant group. Once this setting is enabled for a VDR, it cannot be turned off.
- If this setting is turned ON, you can create buyer/participant groups using the Add Group wizard.
- If this setting is OFF, you cannot create buyer/participant groups in the VDR.
Allow Users to Remove Themselves from the Exchange
Intralinks administrators use this setting to determine whether VDR members can remove themselves from the VDR.
- If this setting is turned ON, VDR members can remove themselves from the VDR if they no longer plan to participate in it.
- If this setting is OFF, VDR members cannot remove themselves from the VDR, and the Remove Me option does not appear on the Action menu on the main Exchanges screen when the VDR is highlighted.
Send Alerts to Users Who Are Removed from the Exchange
People with the Manager Plus role can use this setting to determine whether email alerts are sent to VDR members who are removed from the VDR, to alert them that they have been removed.
- If this setting is turned ON, an alert is sent to VDR members when they are removed from the VDR.
- If this setting is OFF, alert is not sent to VDR members when they are removed from the VDR.
Require Public vs Private Declarations
This setting determines whether reviewers and previewers in your VDR will be required to declare themselves as either public-side users who are excluded from viewing non-public material (“private”) content or private-side users who are eligible to see both public and private information. (Users with roles other than reviewer and previewer are marked private automatically.) Standard permissioning rules continue to apply to the contents of public/private-enabled VDRs. Users who are not permissioned to use a particular document cannot access it, regardless of their declaration.
- If the setting is ON, reviewers and previewers are required to make a public/private declaration when entering this VDR for the first time, and users who declare themselves public (or who are declared public by an access monitor) will not be able to view documents containing private content.
- If the setting is OFF, reviewers and previewers are not asked to make a public/private declaration, and documents are not designated as public or private.
To send reminder emails to undeclared users, mark Send reminder emails to undeclared users.