How it plays out on a deal
Deals have deadlines, and access should follow them. A first-round bidder who is not invited to round two should lose access on the date the letter says, not whenever someone remembers to remove them. Expiry dates turn that into a setting.
Expiry is also a quiet safeguard for long processes. Advisers move on, junior staff change jobs, and accounts linger. A room that can expire individual users, whole groups and specific files covers the common gaps without relying on memory.
What to check in a review or demo
- 1Whether expiry can be set for users, groups and individual documents.
- 2Whether expired users receive a clear message rather than a generic login error.
- 3Whether expiry also applies to downloaded protected files, where document rights control is in use.
Read alongside
- Remote revocationWithdrawing a user's access to documents after they have already viewed or downloaded them, sometimes called remote shred when it covers files saved on their device.
- Principle of least privilegeThe security rule that each user should get only the access needed for their task, for only as long as they need it.
- Permission groupsNamed sets of users, usually one per bidder or per adviser firm, that share the same access rights, so permissions are managed once per group instead of per person.
- Document rights control (DRM)Protection that stays attached to a file after it is downloaded, so the owner can still limit opening, printing or copying, and can revoke access later.