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Admin Role & Team

What is a room admin and what they can do on ProDeal?

Vincent Alfieri avatar
Written by Vincent Alfieri
Updated over a year ago

The Admin Role may be designated as your team role within your room.

Note: You may be an admin in one room, but a guest in another room.

The admin is the person (and team) associated with:

  • Managing the checklist.

  • Keeping track of the checklist's status and progress.

Note: the invited admin(s) will be able to access only the checklist items granted by the inviting team.

As a room admin, you can access and manage:

Team(s)

  • View, create Guest, Restricted Guest and View Only teams.

  • Edit and delete their own and Guest, Restricted Guest and View Only teams.

Checklist

  • Bulk download.

  • Manage access and responsibility.

  • Mark as read and delete checklist items.

  • Rearrange/move checklist items.

  • Update status of items

  • Export the checklist

Checklist items

For headings, line items, folders and documents

  • Create, rename, edit, delete, move, change status.

  • Manage access, responsibility, due date.

  • View, add, edit notes.

  • Send email to folder.

  • Copy secure link.

For documents

  • Mark as read/unread.

  • Download - if watermark is turned on, download only the watermarked version.

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