DiligenceVault allows for the ability to create teams, assign users to those teams, then manage the permissions for what modules those teams have access to within the system. This is typically used to manage users' ability to view and modify data within the various Firm, Product, Project sections, in order to maintain compliance and segregation of data.
Administrators are able to create and manage the permissions of the Teams by:
- Create the team by clicking on your name in the upper right corner, and select Users & Teams > Teams, then click the + icon in the upper right to create a new team and assign a name.
- Once a new Team has been created, it will proceed to the next window in which users can be assigned to the Team. Simply search for the users you wish to assign and select the + icon to the left of the name.
- When assigning users to the Team, you are also able to define their access role as either an Owner, Contributor, or Viewer.
- Owners will have read and write access to all the resources owned by this team
- Contributors will have read and write access to all the existing resources owned by this team
- Viewers will have read only access to all the resources owned by this team
- Once the users have been selected, hit the Add Members button in the bottom right.
Once the Team Members have been assigned, it will progress to the next section in which you are able to define the permissions that the team will have access to. In order to assign permissions, simply click the Add Permissions section, then:
- Select the Resource Type you would like to assign the permissions to (Product, Firm, Project, or Template), and select the specific resource(s) to assign the permissions to.
- Define the Visibility as either All or Team Owned.
- All = Team members can access all the data for the assigned resource irrespective of ownership
- Team Owned = Users can access only those records inside the resource which are owned by a member of their team. Simulates Chinese wall between two teams who have access to same resource
Once the Teams and Permissions have been defined, Administrators are always able to edit the existing Team by navigating to the Firm Settings and select either Teams or Permissions under the Users and Teams tab.