Administrator Training

Step 12: Managing Group Members

With your groups created and permissions established, you can begin adding users and sending out official invitations.

This video, part of the CapLinked administrator training series, provides a step-by-step guide on how to efficiently manage groups and invite users to a Virtual Data Room.

Key Takeaways:

Group Creation and Permissions: You can easily create new groups and replicate permissions (such as DRM and watermarking) from existing ones, ensuring consistency across your data room (0:36 - 1:01).
Inviting Members: The platform offers multiple ways to add users, including CSV imports, selecting from past invitees, connecting via Salesforce, or manual entry (1:05 - 1:27).
Communication: Administrators can create and save custom invitation messages, which are stored in a drop-down menu for future use (1:58 - 2:11). Invites can be sent immediately or held in a "draft" status to be published later (2:17 - 2:30).
Member Management: Through the All Members view, administrators can monitor status, send reminders to those who haven't set their passwords, or re-send invitations if a previous one was deleted (2:35 - 3:17).