Engage user roles explained

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.

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.

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, users management, activity reporting, permissions and project configuration.

*Project Owners can select the project type in Project settings