Seller Portal / Permissions

Roles & Permissions

Control portal, opportunity, document, approval and transaction access.

Active roles
12
Custom
4
Admins
3
Temporary access
5
Conflicts
2
Reviews due
7
Roles
Owner
Administrator
Executive
Finance Lead
Legal Lead
Compliance Lead
Operations Lead
M&A Lead
Investor Relations
Document Manager
Reviewer
Viewer
Guest
Custom
Permission matrix
Owner role ยท read-only view
ModuleViewCreateEditDeleteApproveRejectDownloadExportShareManage access
Dashboard
Opportunities
Profile
Verification
Privacy
Buyers
Access requests
EOIs
NDAs
Data room
Offers
Negotiations
Meetings
Advisers
Reports
Organisation
Team
Security
Settings
Temporary access
UserScopeExpires
A. Smith (Highland)Data room3d
M. Cole (Adeyemi)Legal folder7d
R. Adepoju (Trident)Valuation14d
J. Idris (Sterling)Tax pack5d
S. Bello (Meridian)Deal room10d
Permission conflicts
  • User can approve and audit the same action
  • Guest user has download access
  • Former adviser still has data room access
  • Temporary access has expired but session is active