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Set up once
Access is defined by role, so adding another bidder to the process means one new role and a list of email addresses.
Precision without spreadsheets
A single grid maps every role against every folder, so nobody has to track who can see what in a side document.
Provable at any point
Export the current access picture to Excel and pair it with the activity trail when an adviser, an auditor or a regulator asks.
Nothing leaves by accident
Read-only roles cannot download or print, and dynamic watermarking and Fence View apply to the documents people can open.
fOLDER PERMISSIONS
Grant a whole branch, then close the folders that should stay closed
Roles and folder permissions is one view: user roles across the top, your folder structure down the side. Every change saves as you make it, so the grid always reflects live access.
- Tick a top-level folder to open everything beneath it
- Uncheck any sub-folder to keep it closed
- Choose which roles appear in the folder view
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sYSTEM ROLES
Five system roles, from view only to full control
Folder permissions decide which documents a person reaches. The system role decides what they can do once they are there, from viewing in the browser to running the data room.
- Read only blocks download and print on every document
- Content administrators manage content, not people
- No administrator can change a user's email address or username
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Buyer separation
Competing buyers never see each other, in documents or in Q&A
One user role per company is the recommended set-up, and the separation holds beyond the folder tree. Each buyer role has its own Q&A, so questions asked by one bidder are invisible to the rest.
- One user role per company, the recommended set-up
- Each buyer role has its own Q&A thread
- The seller side sees every question from every role
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ISO 27001:2022
Information security, independently checked
GDPR compliant
Meets EU data-protection standards by design
AES 256-bit
Bank-level encryption.
European data residency
Hosted & processed entirely in the EEA
SOC 2 Type II
Independent audit of controls in operation