Access & Permissions
Set Up Permission Groups
Create groups with customized permissions (e.g. view-only or download access) for different types of investors or stakeholders.
Create labeled permission groups that determine if a user has view only, view and download, or custom access.
Custom access can be used to give users access to specific folders and/or documents instead of all of them.
You can also edit if buttons appear and what they link out to within each permission group.