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View and Upload Role & Team
View and Upload Role & Team

What is a view and upload role, and what can they do on ProDeal?

Ian Group avatar
Written by Ian Group
Updated over a week ago

The View and Upload Role are associated with the room the team is located in.

You can either create a new or edit an existing team to assign the View and Upload Role.

Note: you can be a View and Upload in one room, and an admin in another room.

The View and Upload is the person (and team) invited to the room by the host admin, admin, or another guest, to be able to access, upload, and download some of the room's content.

Note: The invited guest(s) will be able to access only the checklist items that the inviter approved.

As a room View and Upload, these are allowed actions and limitations:


  • No access to any Room details (custom attributes, settings, transaction amount, other teams, progress bar, closed date, search by a team's name.

  • No Export allowed.


  • No team related actions allowed.


  • Download is allowed.

  • Mark as read is allowed.

Checklist items

For headings, line items, folders and documents

  • No new item creation is allowed.

  • Notes are not visible/accessible.

  • Send email to folder (only to line items and folders) for accessible folders.

  • Copy secure link is allowed.

For documents

  • Mark as read/unread is allowed.

  • Upload documents to accessible items.

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

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