Step 10: Creating User Groups and Setting Permissions

Once your files are uploaded, you can create non-admin groups and set folder access permissions so each group only sees the documents relevant to them. This video shows how to build a new group and configure its access within the data room.

• Creating a New Group: Review an existing group's folder access, then build a new non-admin group with custom permissions — folders start with no access, marked by a red strikethrough icon. (0:04-0:50)
• Assigning Folder-Level Permissions: Grant access at the parent folder level, optionally including subfolders. A green checkmark with a circle means full access, a green checkmark alone means partial access, and a red strikethrough means no access. (0:50-1:54)
• Managing Groups: Rename a group via the pencil icon or delete it via the trash icon. Additional per-group and per-member settings are covered in a later lesson. (1:54-2:12)