Features
Inviting Visitors & Permissions
Features
Inviting Visitors & Permissions
How to invite visitors and give them specific permissions
How to bulk invite visitors
Invite visitors by pasting their emails separated by commas within our guided invite flow. The invite flow includes:
- Customized messaging
- Pre-selection of what Data Room(s) you’re inviting the members into
- Customized access or permission groups
Head to the Access tab, then scroll down to the Members section. Here you can privately invite members into your Data Room.
Can I create permission groups or roles to invited members?
Yes, you can 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.
How do I make my Data Room public?
Access Links
- Under the Access tab, you’ll find the Access links section. Here you can create one or many access links with different permission groups and access settings
- Name each link and include an optional expiration date
Access settings
Select how visitors gain access your data room. Access link permissions apply only to visitors who have not received and accepted an email invite
| Access Level | Verification Required | Analytics Level | NDA Enforcement |
|---|---|---|---|
| Verified email address | A visitor must enter their email address via a verification code or sign into their AngelList account before entering | User-level analytics | Automatically enforced after the user creates an account |
| Password only | A visitor must enter the password (AngelList generates) before entering | Anonymous link-level analytics | Not enforced |
| Unverified email address | A visitor must enter any email address before entering | Email-level analytics | Option to toggle Enforce NDA on/off under Additional Settings |
| Public access | No verification required | Anonymous link-level analytics | Not enforced |
Permission groups / Call to actions
- Apply preset access settings (like View & Download, View Only, etc) or custom permission groups to each link
- Apply default or create custom CTAs to each link
Analytics
- From the Activity tab you can view a “Session source” to see where visitors entered your data room
- From clicking into the specific Access Link, you can see what visitors have entered your data room