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ValuticoVDR Docs
Collection · 5 guides

Access

Roles, teams and permissions explained, with the tasks that keep access right: manage your team, check what someone can see, remove access, and fix invitations.

1 · Understand

1How access worksThe three layers that decide what a person can see and do, how a grant on a folder flows to everything inside it, and why external groups follow different rules.

2 · Manage

2Manage your team and rolesInvite colleagues, choose their organisation role, put them in a team, give the team a role on the data room, and keep a project-scoped team from leaking into other projects.3Check what someone can seeRead the Access tab of a team or a person to see exactly which folders and files they can open, where each right comes from, and look at the room through their eyes.4Remove someone's accessTake a colleague or a buyer out of a project or the organisation, and make sure no other path still lets them in.

3 · Fix

5Invitation problemsWhat to do when an invitation email never arrives, the link has expired or was used, a buyer cannot sign in, or the invited person lands in the wrong place.