Copying Permissions
When a user group should have the same permissions as another one, permissions can simply be copied from one group to another. This can already be done when creating groups, but also any time later.
To copy permissions while creating a group, proceed as follows:
- Select the Users section and in the ‘Create group’ modal dialogue select at ‘Copy permissions from’ the reference group with the permissions you want to copy, when creating a new group.
-> Read more about creating groups and users
To copy permissions and apply them to an already existing group, proceed as follows:
- In the Users section, select with a double-click the group for which you want to set permissions to open the respective ‘Group Details’ overview on the right.
- Open the ‘Copy permissions and data room access from’ drop-down menu with a single click.
- Then carefully select the reference group with the permissions you want to copy. As soon as you click onto a highlighted group, its permissions and its data room access status will be copied to the selected target group. There is no further confirmation needed.
If you want to manually edit the permissions you can click on ‘Set Permissions’. You will be redirected to the Data Room section with the index, and the permissions control panel will be opened with the permissions of your group being preselected for display and further editing.