This video, part of the CapLinked administrator training series, demonstrates how to configure permissions in a Virtual Data Room to allow users to download and edit specific files, such as Excel models, while keeping other sensitive documents protected.
Key Steps to Enable Editing for Specific Files:
- Isolate the Document: Instead of applying the same rules to all files, place the specific file you want to be editable in a separate folder (e.g., Folder 5: Excel revenue profit model) (0:08 - 0:15).
- Create a Dedicated Group: Create a specific group for this file (e.g., the Excel model group) that does not have Digital Rights Management (DRM) or watermarking enabled (0:38 - 0:46, 1:26 - 1:35).
- Assign Users to the Group: Add the relevant users from your existing groups into this new Excel model group. From the user's perspective, this process is seamless; they will simply see the document as available to download and edit when they access that folder (0:46 - 0:58, 2:18 - 2:24).
- Invite Members: Use the Invite members button within the group settings to select and add the necessary individuals from your list (1:45 - 2:05).
By segmenting users into different groups with tailored permissions, administrators can provide granular access, ensuring that sensitive data remains secure while facilitating collaboration on files that require edits (2:27 - 2:40).
