Digify

Plus, learn how to move guests to higher levels of access as due diligence progresses.

How to create different levels of access to your data room for due diligence

Default Guest Permission for data rooms

What the various data room permissions are, what they allow users to do, and how to assign permissions to new and existing guests

Data room permissions & how to assign them to guests

How to assign co-owners in a data room

Assign the same permissions to a group of data room guests with Groups

Setting up Groups for data room guests

Folder-Level & File-Level Granular Permissions

The Invite permission allows selected guests to invite others into a data room, helping teams scale collaboration without relying on Owners or Co-owners for every access request.

Invite Permission for Data Room

How to preview guest or group access

With "No Access", you can add new folders and files to a data room without allowing automatic guest access to them.

How to add new folders or files discreetly

How to allow data room guests to print & download files

How the "No Access" permission works

When parent folder has "Edit" permission, its files'/folders' permissions cannot be changed

Copy granular permissions from another guest/group

Learn what the different error codes mean.

"This file/data room is not available" error message

Request Access to a Data Room or Specific Items

Eefennie Fam

Data Room Permissions

Find answers and get help from Intercom Support and Community Experts

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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