Managing User roles

Managing User roles

Users can be assigned one of several roles (please see below for explanation of each role).

To edit a user’s role, navigate to the ‘Users’ area and click on the name of the user in question to reveal the context panel on the right.

Click ‘edit’ at the top of the context panel to reveal the user configuration.

To change roles, untick the selected role and tick the new role you wish to assign. Click save.

N.B. all new users will be given the ‘Investor’ / 'Bidder' role as a default

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Engage user roles

For IPOs and fundraises
Investor – this is our ‘end user’ role, where access (permission) can be limited to viewing documents online only, with a security watermark placed across each page. Investors can communicate with Project Owners within the platform by using the various calls to action at their disposal e.g. asking questions, registering interest or call-back request.

Power Investor – this role allows for the downloading of data in its original, native format (Excel, Word, PowerPoint etc.). Power Investors can only download from the folders they have been given permission to. They may also communicate in the same way as a standard Investor.

This role also allows the user to download ‘non-standard’ or ‘non-document’ files. For example - ZIPs, MSGs, CSVs etc.

For Mergers and Acquisitions (M&As)
Bidder – this is our ‘end-user’ role, where access (permission) can be limited to viewing documents online only, with a security watermark placed across each page. Bidders can communicate with Project Owners within the platform by using the various calls to action at their disposal e.g. asking questions, registering interest or call-back request.

Power Bidder – this role allows for the downloading of data in its original, native format (Excel, Word, PowerPoint etc.). Power Bidders can only download from the folders they have been given permission to. They may also communicate in the same way as a standard Investor.

This role also allows the user to download ‘non-standard’ or ‘non-document’ files. For example - ZIPs, MSGs, CSVs etc.

For all projects
Content Manager – has the ability to manage content e.g. upload and download, in the folder(s) they have been given access to.

Project Owner – the ‘super user’ role that has access all areas, including – content management, user management, activity reporting, permissions and project configuration.