Creating teams and assigning permissions

As a manager, you can create up to two (2) teams within your firm. The Team level permissions enable each firm to create teams of users, such as “Legal", “Compliance,”, or “Private Markets,” and administer each team’s accessibility and permissions. Permissions are configured on two levels:

Team membership and role in a team

• Each team will have resource level permissions (which project, product and/or investor’s firm profile can a team have access to).
• Each team will have resource visibility defaults.

The ability to add users, create teams and set permissions are restricted to users with Admin privileges.

Create teams

1. Go to "Firm Settings" > "Users and Teams" > "Teams"
   
    
2. Click the "+" sign on the right side and create a new team
   
    
3. While creating the team you can add team members and assign them different roles
   • Owner: Owners can create entities and have access to all the resources owned by this team. 
   • Contributor: Contributors will have read and write access to all the existing resources owned by this team.
   • Viewer: Viewers will have read only access to all the resources owned by this team.
4. Once you add team members to the team you can assign access permissions to the team. Permissions assigned are at entity level

Assign Resources

You can also assign two (2) types of resource visibility access:

• ALL: Team members can access all the data for the assigned resource irrespective of ownership. Example: Two teams “Legal” and “Compliance” can have access to the same product  ‘Product A’. All team members of Legal and Compliance can see activities performed by each other.
   

  	Legal Team can view	Compliance Team can view
  Notes added by Legal Team	Yes	Yes
  Notes added by Compliance Team	Yes	Yes

• 
  TEAM OWNED: Users can access only those records of a resource which are owned by a member of their team. It simulates segregation between two teams that have access to the same resource. Example: Private Markets and Public Markets have access to the same product:

  Notes Added by:	Private Markets Team Can View	Public Markets Team Can View
  Answers or Documents added by Private Markets Team	Yes	No
  Answers or Documents added by Public Markets Team	No	Yes

   

  

If you have any questions or require further assistance, please feel free to reach out to our support team.

You can also refer to a short video here: