Understanding how permissions and roles work together in ProDeal will allow everyone to collaborate efficiently and securely. 

Permissions:  Two Concepts

In ProDeal every deal is represented by a Room with a checklist.  Individuals have varying levels of control and visibility into the room and the checklist based on two factors:

  • Team Role:  Every room has one or more Teams where individuals are invited to join.  Every team is assigned with one of five “Roles” which determine what members of that team are permitted to do, from collaborating through notes to assigning responsibilities. These Roles are Host,  Admin, Guest, Restricted Guest, Restricted Guest - View Only.
  • Item Access:  Members of a team can view, upload, and download documents to specific parts of the checklist.  Regardless of their Team’s Role, the owner of an item (ex: line item, folder, document) can specify exactly what other Teams have permission to view its contents. This enables teams to collaborate while ensuring that sensitive information remains secure.

Roles in Detail

Each Team can be either a Host, Admin, Guest, Restricted Guest, Restricted Guest - View Only.  

Host

A Host has all Guest and Admin functionality plus additional controls within the room pertaining to administration and room configuration:

  • Create teams and assign Admin permissions 
  • View and modify room settings
  • View and access control of all documents

Example: By creating the ProDeal room, the lender is automatically assigned to a team with Host permissions. She and other members of her team have full control over the checklist.  They can remove members from any team, mark the deal complete, delegate admin access when needed, and view all documents within the room.

Admin

An Admin has all Guest functionality plus the ability to manage the checklist. Additional functionality includes:

  • Manage Checklist and items
  • Control status of folders and documents
  • Assign responsible parties

Example: In the same scenario as above, lender invites in their counsel to manage the deal checklist. Lender’s counsel is made an Admin in the room and is keep checklist progress up to date, assign responsibilities, and configure the room to add additional deliverables.

Guest

A Guest has the ability to manage documents and collaborate. Functionality includes:

  • View, upload, download and share (secure link) documents they have access to
  • Collaborate using notes, custom columns, & more
  • Export Checklist (only checklist items and documents the Guest has access to)

Example: A lender (Host) creates a Room in ProDeal. She invites in the borrower on her transaction, whose Team is, by default, a Guest. Upon logging into ProDeal, the borrower is able to view select deal documents, upload diligence proposal, and communicate through notes. As Guests, members of the borrower team cannot add or remove line items in the checklist.

Restricted Guest

A Restricted Guest can upload, download and view documents but their view of the room is limited. Functionalities include:

  • View, upload, download and share (secure link) documents they have access to
  • See Due date for items they have access to

They can get notifications for the items they have access to. They can't see any columns except for the Upload Date.

Restricted Guest team limitations include:

  • Transaction amount
  • Progress bar
  • Closed date
  • Search by a team's name
  • Checklist export
  • Room activity

Restricted Guest - View Only

A Restricted Guest - View Only can only download and view documents, with their view of the room as well as upload being limited. Functionalities include:

  • View, download and share (secure link) documents they have access to
  • See Due date for items they have access to

They can get notifications for the items they have access to. They can't see any columns except for the Upload Date.

Restricted Guest team limitations include:

  • Transaction amount
  • Progress bar
  • Closed date
  • Search by a team's name
  • Checklist export
  • Room activity

If you have any additional questions about the ins and outs of roles and permissions, please contact support.

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