[{"data":1,"prerenderedAt":303},["ShallowReactive",2],{"guide:\u002Finternal\u002Faccess\u002Fmanage-your-team-and-roles":3,"related:\u002Finternal\u002Faccess\u002Fmanage-your-team-and-roles":294},{"id":4,"title":5,"audience":6,"body":7,"canonical_url":258,"collection":259,"description":260,"extension":261,"feature_flags":262,"is_draft_preview":263,"legends":264,"meta":277,"navigation":278,"order":279,"path":280,"reading_minutes":281,"related":282,"seo":285,"slug":286,"status":287,"stem":288,"tour_ids":289,"type":291,"updated_at":292,"__hash__":293},"guides\u002Finternal\u002Faccess\u002Fmanage-your-team-and-roles.md","Manage your team and roles","internal",{"type":8,"value":9,"toc":250},"minimark",[10,14,19,38,42,186,190,200,204,217,226,239],[11,12,13],"p",{},"Set up the deal team once, as a team, and grant the team access instead of each person. New colleagues then get the right access by joining the team, and leaving the team removes it.",[15,16,18],"h2",{"id":17},"before-you-start","Before you start",[20,21,22,26],"ul",{},[23,24,25],"li",{},"You are an organisation admin, or an owner of the project. Only admins invite people into the organisation; owners manage teams and access inside their projects.",[23,27,28,29,33,34,37],{},"Decide who is a ",[30,31,32],"strong",{},"Member"," and who is a ",[30,35,36],{},"Guest",". Members use the AI and can own projects; guests cannot use AI features or own anything, which suits an outside adviser who only needs to read.",[15,39,41],{"id":40},"steps","Steps",[43,44,45,73,103,137,179],"ol",{},[23,46,47,48,51,52,55,56,59,60,63,64,67],{},"Invite the colleague. Open ",[30,49,50],{},"Profile › Teams & People"," and select ",[30,53,54],{},"Invite User",". Enter email, given and family name, and pick the ",[30,57,58],{},"Role",": Member, Guest or Admin. The person shows as ",[30,61,62],{},"Invited"," until they accept. The invitation stays open for 14 days, but a new colleague signs in with the temporary password from the welcome email, and that password stops working after 7 days; if they have not signed in by then, resend the invitation.",[65,66],"br",{},[68,69],"img",{"alt":70,"src":71,"title":72},"The Invite Team Member dialog with the email filled in and Member selected","\u002Fmedia\u002Fmanage-your-team-and-roles\u002Finvite-user.png","Member, Guest and Admin each carry a one-line description of what they allow.",[23,74,75,76,79,80,83,84,87,88,91,92,95,96,98],{},"Create the team. On ",[30,77,78],{},"Teams",", select ",[30,81,82],{},"New Team",", choose ",[30,85,86],{},"Internal",", name it and select ",[30,89,90],{},"Create Team",". Leave ",[30,93,94],{},"Organization-wide"," off unless the same team should exist in your other projects too.",[65,97],{},[68,99],{"alt":100,"src":101,"title":102},"The Create Team dialog with Internal selected","\u002Fmedia\u002Fmanage-your-team-and-roles\u002Fcreate-internal-team.png","A project-scoped team lives in this project only.",[23,104,105,106,109,110,113,114,117,118,121,122,125,126,129,130,132],{},"Add the members. In the team's ",[30,107,108],{},"Members"," tab, type a colleague's name under ",[30,111,112],{},"Add Member"," and pick them from the list. The list is sorted by name; ",[30,115,116],{},"Name"," next to the member count reverses the order. The badge on each row switches between ",[30,119,120],{},"Team owner"," and ",[30,123,124],{},"Team member","; owners manage the team itself, and a team always keeps at least one. ",[30,127,128],{},"Include all organization members"," makes every current and future colleague a member automatically; such members cannot be removed one by one.",[65,131],{},[68,133],{"alt":134,"src":135,"title":136},"The Members tab of an internal team with the Add Member field and a role badge","\u002Fmedia\u002Fmanage-your-team-and-roles\u002Fteam-members.png","A new project team lists only the people you add. **Include all organization members** is switched off here; the Default team every project starts with has it on.",[23,138,139,140,143,144,121,147,150,151,153,154,157,158,161,162,164,165,167,168,171,172,174],{},"Give the team access. Open the ",[30,141,142],{},"Permissions"," tab, switch between ",[30,145,146],{},"Workspace",[30,148,149],{},"Dataroom",", and set the ",[30,152,58],{}," the team should work with, typically ",[30,155,156],{},"Editor"," for the deal team and ",[30,159,160],{},"Viewer"," for advisers. Set the role on the ",[30,163,146],{}," or ",[30,166,149],{}," row at the top to cover everything in that view, or on single folders to limit the team to part of it. Tick the capabilities that apply. A folder at ",[30,169,170],{},"No role"," stays hidden only if the top row has no role either.",[65,173],{},[68,175],{"alt":176,"src":177,"title":178},"The Permissions tab of an internal team with roles set per folder","\u002Fmedia\u002Fmanage-your-team-and-roles\u002Fteam-permissions.png","Editor on Corporate & Governance applies to everything inside that folder. The Dataroom row at the top stays at No role, so the other folders stay hidden from this team.",[23,180,181,182,185],{},"To give one person something the team does not have, open their row under ",[30,183,184],{},"People with access"," and set the role or capability there. Individual grants sit on top of the team's.",[15,187,189],{"id":188},"check-the-result","Check the result",[11,191,192,193,195,196,199],{},"Each member's row under ",[30,194,184],{}," shows the folders the team granted, marked as inherited from the team, plus any individual grants marked as direct. Ask a member to open the project: the folders appear in ",[30,197,198],{},"Files"," with the expected actions.",[15,201,203],{"id":202},"if-something-goes-wrong","If something goes wrong",[205,206,208],"problem",{"title":207},"Owner is missing from the role list for someone",[11,209,210,211,213,214,216],{},"The person is a ",[30,212,36],{},". Guests cannot be made owners; change their organisation role to Member first, under ",[30,215,50],{},".",[205,218,220],{"title":219},"You cannot remove or demote a member",[11,221,222,223,225],{},"Either they are the team's last owner, or the team has ",[30,224,128],{}," switched on, in which case every member is indirect and cannot be removed individually. Assign another owner, or switch the setting off first.",[205,227,229],{"title":228},"The team does not appear in another project",[11,230,231,232,235,236,238],{},"It is project-scoped. Open its ",[30,233,234],{},"Settings"," tab and switch on ",[30,237,94],{},"; the team then appears in every project and is managed at organisation level.",[205,240,242],{"title":241},"A colleague was invited but cannot use the AI",[11,243,244,245,247,248,216],{},"They were invited as a ",[30,246,36],{},". Change their role to ",[30,249,32],{},{"title":251,"searchDepth":252,"depth":252,"links":253},"",2,[254,255,256,257],{"id":17,"depth":252,"text":18},{"id":40,"depth":252,"text":41},{"id":188,"depth":252,"text":189},{"id":202,"depth":252,"text":203},"https:\u002F\u002Fdocs.vdr.valutico.dev\u002Finternal\u002Faccess\u002Fmanage-your-team-and-roles","access","Invite 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.","md",[],false,{"create-internal-team":265,"invite-user":267,"team-members":271,"team-permissions":274},[86,266,94,90],"Team Name",[268,269,270],"Email","Organisation role","Send invitation",[272,112,273,128],"Members tab","Role badge",[275,276,58],"Permissions tab","Workspace \u002F Dataroom",{},true,1,"\u002Finternal\u002Faccess\u002Fmanage-your-team-and-roles",3,[283,284],"how-access-works","check-what-someone-can-see",{"title":5,"description":260},"manage-your-team-and-roles","published","internal\u002Faccess\u002Fmanage-your-team-and-roles",[290],"teams","task","2026-09-29T14:34:15+02:00","VxcuEW4oIwIW5yr2RD6_OvHCodGz63OmMXN_h6YZ0rg",[295,299],{"title":296,"description":297,"path":298,"audience":6,"slug":284},"Check what someone can see","Read 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.","\u002Finternal\u002Faccess\u002Fcheck-what-someone-can-see",{"title":300,"description":301,"path":302,"audience":6,"slug":283},"How access works","The 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.","\u002Finternal\u002Faccess\u002Fhow-access-works",1790706827562]