How to create and add end users to a group? What are the other options to manage the group settings?

How to create and add end users to a group? What are the other options to manage the group settings?

End user members can be referred to your investors, external team, members with limited access to the dataroom. They have access only to the data permitted to them by the admin.


To add members as end users to a group; first you need to create an end user group by following the below steps;

  • Navigate to the 'Users & Permissions' module on the data room.

  • Click on the option '+ End User group' to create.

  • You have the actions shortcut with each created group.

When you click on any of the actions icon you will land on the selected action. 

Further, there are multiple segments to manage the End user group.


  • To edit group name: You can make the changes in the group name as and when needed. To apply the changes click save.



  • Group Permissions: Here you can choose which modules to enable for the selected end user group members. Once done click on apply.
  • The members of the selected group will have access only to the modules enabled.



  • Add new members: You can add members by following the steps below;
  • Enter the First Name, Last Name and the Email id of the member and click on 'Add member' tab.

  • Check the entered input and click on 'Review invite' tab, a dialogue box will appear where you will find a default message that will be sent along with the invitation link. You can further customize messages as per your requirement.

  • Once done, click on the 'Send Invitation' tab.



  • Manage members: Here you can select the Q&A submitter who will be able to submit the questions (if any) on the documents he has access to.
  • You can also resend an invite to an inactive member.
  • Deletion of unwanted members can also be done from here.



  • Document Permissions: Here you can enable permissions on folder as well as file level as per your requirement. These permissions will be applied to all the members in the selected group.
  • Permissions can be changed as and when needed. 
  • You can enable different set of permissions for different groups.
  • You can also copy the permissions of an existing group.


Contact support@docullyvdr.com if you need any further assistance.
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