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.

Managing Access to Folders on creation

Locate an item to which you want to add a line item or folder, click Actions menu and select New Line Item or New Folder. If you need a new heading, click New Heading button. Input the name of the item to be created and click Next.

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 and Folders

Changing Access on the checklist page

  1. Select items you want to change access for

  2. Click the Manage Access button

  3. Give or Revoke access to the desired team

  4. Click Save Changes

Changing Access on the Teams Page

  1. Navigate to the Teams page

  2. Click "Manage Access" next to a team.

  3. Give or Revoke access to the desired team

  4. Click Save Changes

Notes:

Using bulk select will automatically select the desired checklist item and all sub-folders and contained documents. You can deselect any combination of items to create access only to the items you choose.

If you use the Email to Folder option to upload documents to your checklist, the access will be inherited from the parent folder (i.e.folder whose email address you copied).

Read Frequently Asked Questions about Managing Access.

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