• How do I set permissions?

  This guide will walk you through the process of managing user permissions within your data room. Permissions control what actions users can take and what information they can access within the room. By carefully managing permissions, you can ensure data security, streamline workflows, and maintain control over who has access to sensitive information. Key Concepts:Popular

• How do I add members?

  Adding members to a data room is simple when your permission groups are properly set up. At FirmRoom, we recommend ensuring that each group has the appropriate permissions before adding members. In this article, we'll walk you through the steps to add a user. For more guidance on building out permissions, see this article: How to set Data Room permissions. Navigate to the Permissions tab in the top navSome readers

• Can I import a folder structure from Excel?

  Importing a folder structure from Excel is only available if you're an admin. If you are starting with a blank room, we suggest importing this way. Go to your Settings Room template and select Download template example. Format the list of folders following the formatting in the template. The first tab "folders" will be for your Data Room structure. Formatting FoldersSome readers

• How to Access the NDA Document

  Only admins can set NDA agreements. If you need access, please contact your room’s admin. To set one: Navigate to Settings Non-disclosure agreement. From the drop-down, choose First Login or Every Login. Edit the text and click Save.Some readers

• How do I set up a staging folder?

  How to Create and Use a Staging Folder in FirmRoom An important aspect of successful M&A deal-making involves thoroughly reviewing and controlling documents uploaded from your team before sharing them with potential buyers. In FirmRoom, one way to accomplish this is to create a "Staging Folder". What is a Staging folder? In general, a staging environment is an M&A best practice whereby folder structures and files can be easily organized, reviewed, and renamed in the data room before theyFew readers

• How to Create a Subscription from a Trial

  Upgrading from a trial to a subscription takes just a few simple steps. Use this article as a guide to walk you through the process. Step-by-Step Guide: Navigate to Settings: Once you're logged into FirmRoom, click the Settings tab in the top navigation bar. Access Billing: In the left-hand sidebar under the Settings menu, click Billing to access the plan selection page. (https://storage.crisp.chat/users/helpdesk/website/-/5/e/4/b/5e4b6de79838d800/screenshot-2025-07-14Few readers