How To Use CapLinked’s EZ Workspace Insights for Raising Capital
CapLinked administrators now have more granular control when assigning permissions. Primarily based on customer feedback, the new permissions page is designed to streamline your workflow by utilizing a more intuitive interface and allowing for more precise control over what workspace members can access. This upgraded configuration allows administrators to easily grant view, download, and/or upload privileges for folders and their contents to specific workspace groups. All folders are viewable by administrators only until explicitly selected, and when a new folder is added, access must be granted to groups before they can see or interact with it in any way.
Editing permissions is easier than ever: simply clicking a red icon will change it to green, and vice versa. The green “checkmark” icon means that the group is able to perform that action for that folder; the red “denied” icon means that the group is unable to perform that action for that folder.
If you have any questions about using the new permissions page, please contact support@caplinked.com; or if you’d like to see our virtual data room service in action, click below to schedule a demo.
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