• How do I set permissions?

  How to Set Permissions In this article we will cover: Creating a group Setting File Permissions Setting Other Permissions Adding Members Permissions are set per group and all members in the same group will have the same permissions. Members can only be in one group per room. If a member should have different permissions than all other members in the rooPopular

• How do I add members?

  Adding members is easy as long as you have the sufficient privileges, generally only Admin privileges, for your room. Navigate to the Permissions tab at the top. Click the blue Add member button. A pop-up window will appear. Input the email, choose the permission group, and include an optional message when adding them as a member. You can add multiple emails perSome 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 do I set an NDA?

  How to Set a Non-Disclosure Agreement In FirmRoom, we've provided the option to require an NDA to be signed before accessing the data room. To set one, follow these steps: Navigate to the Settings tab at the top right. Select Non-disclosure agreement from the left menu. From the drop-down menu, select to have the NDA appear: First Login Every Login If you choose, edit the text of the NDA in the text box. Once finished, click Save.Few 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