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Manage Responsibility in Data Rooms
Manage Responsibility in Data Rooms

This feature allows you to assign teams or users to take responsibility for folders or files.

Judy Ann Vargas avatar
Written by Judy Ann Vargas
Updated over 3 weeks ago

How to enable Responsibility in your Data Room?

  1. Go the the Settings dashboard of your Data Room.

  2. Under Features, look for Responsibility and toggle the Responsibility button to turn it on.

Once enabled, you will be able to see the Responsibility column and see the teams or individual responsible for the items.

How to Assign Responsibilities?

  1. Click on the Responsibility column of the item or folder you want to assign responsibility.

  2. Select the Team(s) or individual responsible for the selected files and folders.

  3. Click Save and you can see the teams and individuals in the Responsibility column.

How to Bulk Assign Responsibilites?

  1. Click the checkbox of the files or folders you would like to Assign or Manage Responsibilty.

  2. Click the Manage Responsibility button located at the top of the data room.

  3. Select the Team(s) or individual responsible for the selected files and folders.

  4. Click Save.

    If a team or individual doesn't have access to an item, a prompt will appear when you click Save regarding granting access to the items. Click Grant Access to confirm assigning responsibility and access.


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