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ImprovementDATA ROOM
3 months ago

One User, Multiple Groups: Flexible Document Permission Arrives in Data Room

What’s New:

Fund managers can now assign a single user to as many groups as needed. Permissions are automatically combined across all assigned groups, so access is flexible, dynamic, and tailored to every participants. No more creating different permutations to create a desired permission setup

Why It Matters

  • Effortlessly mirror users’ real-world roles as they evolve.
  • Mix and match group permissions without creating extra groups.
  • Cut down on admin work and keep your Data Room organized.

How Does It Work:

  • No more shuffling users from one group to another—simply select all the groups you want a user to belong to.
  • During the invitation flow, assign users to multiple groups at once.
  • When creating an invitation link, you can include as many groups as needed with a single click.

Where Can I Learn More:

Refer to the following links to get started

  • Help doc: How to invite one users to multiple groups? (https://anduin.helpjuice.com/en_US/how-to-dataroom/how-to-send-invites-to-data-rooms)
  • Help doc: How to create invitation links that include multiple groups? (https://anduin.helpjuice.com/en_US/how-to-dataroom/create-custom-invitation-link)
Avatar of authorQuynh Anh