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View Only Role & Team
View Only Role & Team

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

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

The View Only Role is associated with the room the team is located in.

You can either create a new or edit an existing team to assign the view only role.

Note: you can be a view only in one room, and an admin in another room.

The view only is the person (and team) invited to the room by the host admin, admin, or another guest, to be able to view 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 Only, 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 are 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 is not allowed.

  • Copy secure link is allowed.

For documents

  • Mark as read/unread is allowed.

  • Upload is not allowed.

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

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