How it plays out on a deal
Deals add people constantly. A buyer brings in a second law firm, an accounting firm adds three juniors, a lender joins late. If each person needs rights set individually, errors are almost guaranteed. Groups let the administrator add a person to "Bidder B, legal" and be done.
Groups also define the walls in an auction. Users in one group should not see who is in another, what they asked or what they downloaded. Some rooms allow a trusted group lead on the buyer side to invite their own colleagues within limits, which saves the seller time without losing control.
What to check in a review or demo
- 1Whether users can belong to more than one group and how conflicting rights are resolved.
- 2Whether a buyer-side lead can invite colleagues into their own group only.
- 3Whether group membership changes appear in the audit log.
Read alongside
- Granular permissionsRights that the administrator can tune down to one document and one bidder group, instead of a single on or off switch for everybody in the room.
- Bidder isolationKeeping competing bidders fully separate in one room, so no group can see another group's users, questions, answers, uploads or activity.
- Role-based access control (RBAC)An access model in which rights come from a user's role, such as administrator, contributor or viewer, rather than being granted to each person one by one.
- Room administratorThe person, usually on the sell side or at the adviser, who builds the room, invites users, sets permissions and publishes documents.