ProDeal users generally have the ability to decide which teams can view the checklist items. The ability to control access to items within a room is incredibly flexible.
For hosts, we suggest you watch this video for a quick overview of managing access on ProDeal.
Access to items can be managed on upload/creation and can be later changed from the Checklist page as well as the Teams page.
Managing Access to Documents on upload
Upload a document to the checklist either using the Upload button or dragging a document to the specific item on your checklist and dropping it.
Manage Access dialog box will appear, and you can select/deselect teams that will gain access to the document. You can select/deselect teams individually or use the bulk option at the top of the Manage Access dialog.
Changing Access to Documents
Changing Access on the checklist page
Select items you want to change access for
Click the Manage Access button
Give or Revoke access to the desired team
Click Save changes
Changing Access on the Teams Page
Navigate to the Teams page
Click the Manage Access button next to a team.
Give or Revoke access to the desired team
Click Save
Note: Access management is conditioned to your team role in the room.
Watch this 90 second video on managing access.