Project Users (Data Room Guides)

The Suppliers and Internal Users must be assigned to the Project as follows.

 

Assigning Suppliers and Supplier Users to the Project

Adding a Supplier to the Project is done from the Setup/Suppliers option using the Add function.

 

 

You can assign all Users for the Supplier automatically by checking Assign all Users, or you can assign them manually by clicking the Supplier name and using the Add Supplier Users function.

 


 You can change the Project Access status (by default they are assigned with Project Access set to Yes) and assign Response Team Manager roles using the Actions function.


Assigning Internal Users to the Project

Internal Users are assigned to the Project from the Setup/Users option using the Add function. They must be assigned at least one Project Role (Project Manager, Project Support, Stakeholder or Data Room User).

 


Once they are added to the Project, you can click the User Name to edit it and change the Project Access status (by default they are assigned with Project Access set to Yes). You can also specify whether they are to receive Email Alerts when the relevant Communications are sent/modified, as well as assigning roles.


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Hannah is the author of this solution article.

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