Name: How to Set Group and File Permissions | FirmRoom Help Guide Videos
Uploaded: 2019-05-14T17:48:17.000Z
Duration: 42 s
Description: Under the “Groups” tab, you can control document and file user access. All permissions are initially controlled on the group level. To create a new group, hit the plus sign or select a group already created, then choose the file permissions button.

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### Virtual Data Room Features
Users across various industries have consistently lauded FirmRoom's virtual data room features for their robust functionality and user-friendly interface. The platform's ability to securely manage documents, facilitate easy information sharing, and provide flexible permission settings has garnered widespread acclaim. Additionally, users appreciate the platform's efficiency in handling large file uploads and its intuitive design that simplifies collaboration with colleagues and clients. FirmRoom's virtual data room features have been commended for streamlining due diligence processes and enhancing overall data management practices.

### Document Management
Users consistently praise FirmRoom for its document management capabilities, citing its ease of use and secure document sharing features. The platform's ability to manage permissions effectively and facilitate the uploading and sharing of large files has garnered positive feedback. Reviewers also appreciate the high level of security provided by FirmRoom, especially when dealing with confidential documents. Additionally, users find the platform's organization and accessibility of documents to be efficient and user-friendly. FirmRoom's document management functionality seems to be a standout feature for many users, contributing to a positive overall user experience.

### Security and Confidentiality
Users consistently praise FirmRoom for its secure handling of confidential documents and information. The platform's robust security measures have instilled confidence in users when sharing sensitive data during Mergers and Acquisition Transactions. Reviewers highlight FirmRoom's ability to provide traceable access to confidential documents, ensuring that data is transmitted securely and accessed only by authorized parties. The positive feedback regarding FirmRoom's security and confidentiality capabilities underscores its importance in facilitating secure collaboration and information exchange in sensitive business dealings.

### File Handling and Sharing
Users have expressed satisfaction with FirmRoom's file handling and sharing features, highlighting its ease of use and organization. The platform's ability to manage documents efficiently and facilitate easy sharing among colleagues and clients has been well-received. However, some users have encountered challenges such as limitations in downloading specific file formats and difficulties in bulk downloading. Despite these minor drawbacks, FirmRoom's file handling and sharing capabilities are generally viewed positively by its users.

### Due Diligence Support
Users consistently praise FirmRoom for its due diligence support capabilities. Reviewers highlight the platform's efficiency in facilitating due diligence processes for Mergers and Acquisitions, law firms, fundraising, and company turnarounds. The ease of access to confidential documents and the secure environment provided by FirmRoom's due diligence support feature are particularly commended. Despite some users expressing concerns about the search functionality for materials, the overall sentiment leans towards FirmRoom being a reliable and effective tool for due diligence support in various business scenarios.

1. Limited customization options: Several users have mentioned that they would like more selection of permissions and a more updated and sleek design for the virtual data room platform. Some users have felt that compared to other VDR solutions, this platform lacks certain features in reporting and analytics.

2. Inefficient search function: Users have expressed frustration with the search feature, particularly when dealing with a large amount of data. Some users found it difficult to find what they were looking for and suggested improvements such as better listing of search results or a text search function.

3. User interface not visually appealing: While some users found the user interface of the platform simple and functional, others mentioned that it lacked visual appeal. They felt that the software had an older look and could benefit from a more modern design. Additionally, some users found it annoying to accept all the legal stuff every time they logged in.

Users have found that the software provides significant benefits in streamlining deals and improving efficiency. It offers an organized and efficient way to access data, making it particularly valuable in private equity deals. The platform is commonly used for sharing information and conducting due diligence in M&A deals, providing improved efficiency and security for users. With its built-in tracker, the software has proven to be a valuable tool for achieving efficiencies in deals. Users have reported no problems with the software and have experienced countless benefits.

One of the primary use cases for this software is solving the problem of securely uploading and sharing confidential information during the sale of a company. Users have found it easy and secure to access confidential documents through the software, even when dealing with sensitive information such as PowerPoint presentations. The software meets all necessary needs and facilitates due diligence processes, whether it involves buying and turning around struggling companies or creating a due diligence data room for fundraising purposes. Furthermore, users appreciate the software's ability to provide secure and traceable access to confidential documents.

In addition to its usefulness in due diligence projects, the software has received positive feedback for simplifying document organization. Users have found this feature pivotal in their success while leveraging the platform. The ability to hide VDR participants from one another and track overall activity and participation has also been praised by users. Compared to other expensive data room providers, users have highlighted superior pricing benefits associated with this particular software. It has effectively sped up paperwork processes in long and complicated deals, offering great customer support along the way.

The software has garnered high ratings from users in terms of both feature/functionality and overall value compared to other data room providers. In M&A due diligence scenarios, especially on the sell side, users have found this software easy to use with an intuitive interface and simple functionality. Its great price point allows for quick setup of a data room while still providing essential features like drag-and-drop upload and Excel viewer. Compared to per-page data rooms, this software delivers more value for the price. Users appreciate the convenience of being able to sign up online and rely on the software for secure file storage and sharing.

Overall, customers and users have had positive experiences with this software, finding it to be an efficient and effective solution for their deal-related needs.

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Box is an online cloud content management solution that caters to individual users as well as businesses.

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FirmRoom

A virtual data room provides a digital location to store and share proprietary information with third parties via strictly controlled digital documents protected by limiting and configurable role-based permissions and rules. It can also provide different rule sets for different projects and meetings, providing effective compartmentalization of different meetings and groups controlled by the appropriate rules to the meeting or teams involved.

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DealRoom is on a mission to disrupt M&amp;A for good. To disrupt traditional and highly inefficient M&amp;A processes that result in deals often failing to deliver anticipated value - for the good of all stakeholders involved. 
DealRoom provides M&amp;A software solutions, for both buy-side and sell-side M&amp;A transactions, and is the founder of the M&amp;A Science community which is focused on empowering all M&amp;A teams to take their M&amp;A to the next level. Learn more at <a href="https://dealroom.net/" rel="">dealroom.net.</a>

DealRoom

Learn how FirmRoom leverages AWS to help companies save on the management of M&A and other financial transactions.

FirmRoom Explainer on Virtual Data Rooms

Learn the basics of the FirmRoom platform in this general user introduction video.

FirmRoom General User Introduction Video

Easily upload entire folders and documents by dragging and dropping right into the room. Simply select and drag the file into the room, confirm the upload location and rename the file if necessary. Confirm the permissions for groups that have access and the upload is complete. If you are using a browser other than Google Chrome, you can upload a file by clicking the upload button and choosing the correct file from your computer.

How to Use Drag and Drop | FirmRoom Help Guide Video

Email notifications are controlled by each user and can be found under the “Settings” tab. Each user controls the frequency of the emails they receive when new documents are uploaded into the room.

How to Set Email Notifications | FirmRoom Help Guide Video

Email notifications are controlled by each user and can be found under the “Settings” tab. Each user controls the frequency of the emails they receive when new documents are uploaded into the room. When an admin uploads a document, they can choose to notify the groups by email that have permission to the document. All notifications in the room per user can be found under the “Notifications” tab. An admin can also create a mass notification to send to specific users and they will receive an email about the notification.

Export a site map for all folders and documents in the room by selecting “Export Index” at the top of the page. Then choose to export into PDF or Excel for an index with live links of everything in the room. If you need to reorder or edit index numbers, go to “Edit Index” and drag and drop to reorder files in the room. You can also reset the index if you have deleted any files. Additional functionality can be found by hovering over and clicking the three dots on any file or folder. Also, bulk actions can be completed by selecting the gray box on the side.

How to use the Export Index | FirmRoom Help Guide Video

Under the “Groups” tab, you can control document and file user access. All permissions are initially controlled on the group level. To create a new group, hit the plus sign or select a group already created, then choose the file permissions button.

How to Set Group and File Permissions | FirmRoom Help Guide Videos

Under the “Groups” tab, you can control document and file user access. All permissions are initially controlled on the group level. To create a new group, hit the plus sign or select a group already created, then choose the file permissions button. The four icons at the top correlate with the amount of permission you can give each document, simply click one of the icons on the right hand side. Permissions can also be set all the way down to the individual file level. To see and set permissions across all groups, select the “All groups” button and then the “File Permissions”, and change the permissions as needed. Once you have permissions set for a certain group, add new members in by typing in their email address and any message you would like to send.

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TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

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Easy to use, set permissions, and add other users. Drag-and-drop upload convenient and simple folder structure layout. Utilize the built-in Excel viewer a lot. More value for the price compared to per-page data rooms. And our clients are happier too. Like how I can sign up online. We use for secure file storage and sharing.

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Much less expensive than per page data rooms
Can view documents quicker with the in-platform viewer
Almost no training required which saves me time when inviting new users

Datasite, Intralinks, Ansarada and Firmex Virtual Data Room

I recently used FirmRoom on an M&amp;A deal I was working on. I found it very easy to use with an intuitive interface and simple functionality. It has a great price point and allowed me to work with the client to get a data room up and running very quickly.

Simple and intuitive user interface.
Extremely easy to upload and manage documents.
Easy to view and download documents.

There is some latency in loading larger documents. So sometimes it wasn't quite as quick as I would have liked.

Work with clients.
Ease of use and intuitive interface.

FirmRoom

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What is FirmRoom?