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Data room terms / Access and permissions

Room administrator

The short version

The person, usually on the sell side or at the adviser, who builds the room, invites users, sets permissions and publishes documents.

How it plays out on a deal

The administrator's workload is the hidden cost of a data room. A platform that needs specialist training pushes that work to the vendor's project team or to an expensive junior banker. One that a paralegal can run after an hour turns the same tasks into routine.

When comparing rooms, look at the tasks an administrator repeats daily: inviting a user, changing a group's rights, publishing a batch, checking who read a file. If each takes several screens, multiply by the length of the deal.

What to check in a review or demo

  1. 1How many clicks it takes to invite a user into a group with the right permissions.
  2. 2Whether the vendor includes setup help, and whether that help costs extra.
  3. 3Whether there is more than one administrator level, so junior staff cannot change permissions.

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Where this comes up on Data Room Review