How to Set Permissions

The Data Room tab will allow this group to access folders and files in the Data Room. There are four levels of access:

• View (allows viewing with a watermark).
• Download (allows downloading with a watermark).
• Download Original (allows downloading without a watermark in native format).
• Edit (allows for uploading documents).

1. Click the corresponding icon on the right for the level of access you would like to give this group to each folder and/or file by expanding the folder down.
2. Hit Save when finished.

Tip: If you select the corresponding icon at the very top it will apply that permission to the entire column.

3. Easily see and change permissions across groups in a matrix view by clicking on All Groups on the left hand side and then choosing File Permissions.

If you need any further assistance or have additional questions, please don't hesitate to reach out to our support team.

Updated on: 08/07/2025