Groups and granular permissions in data rooms

Organize viewers into groups and manage permissions efficiently.

Creating Groups

Go to your data room settings

2. Navigate to "Groups" or "Viewer Groups"

3. Click "Create Group"

4. Enter group name and description

5. Add viewers to the group

Select a folder or file

2. Go to permissions settings

3. Choose "Group Permissions"

4. Select the group

5. Set permissions for that group

Manage multiple viewers at once

Consistent permissions across group

Easy to add/remove viewers

Clear permission structure

Investor groups (different access levels)

Team departments

External advisors

Legal teams

Create logical groups

Document group purposes

Review group membership regularly

Use descriptive group names