Administration / Access control

Access control

Fine-grained access rules across resources, portals and deals.

Resource × role matrix
ResourceSellerBuyerAdviserLawyerAccountantLenderEscrowExecutiveAdmin
Marketplace listingFullRead—Write—FullRead—Write
Deal room—FullRead—Write—FullRead—
Data roomWrite—FullRead—Write—FullRead
Financial docs—Write—FullRead—Write—Full
Legal docsRead—Write—FullRead—Write—
OffersFullRead—Write—FullRead—Write
NDA signing—FullRead—Write—FullRead—
FinancingWrite—FullRead—Write—FullRead
Escrow release—Write—FullRead—Write—Full
SettlementRead—Write—FullRead—Write—
User adminFullRead—Write—FullRead—Write
Audit logs—FullRead—Write—FullRead—
Illustrated rules: sellers cannot see internal buyer notes · buyers cannot see private seller strategy · advisers see authorised communications · lawyers see assigned legal records · accountants see assigned financial records · lenders see approved financing materials · administrators have audited access.