Group permissions and management
Control who sees which folders and files.
- Create, modify, lock, or permanently delete a group
- Access to functionalities - overview
- Access rights to files - overview
- Recommended permissions for Investors, Auditors, and Advisors groups
- Grant or revoke access for groups to a specific document or folder
- "View as Investor" - Experience the platform exactly as this investor does, with access limited to only what they can see.