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Member management

Available roles

Each member of a data room is assigned a role:

RoleCan readCan uploadCan manage membersCan delete
ViewerYesNoNoNo
ContributorYesYesNoNo
ManagerYesYesYesYes

Inviting a member

  1. Open the data room
  2. Go to the Members tab
  3. Click on Invite a member
  4. Enter the email address and choose the role
  5. Confirm

The recipient receives an invitation by email. Once accepted, all existing files in the data room are automatically re-encrypted to include the new member's public key — this operation takes place in the browser of the manager who performed the invitation.

info

The new member can access files uploaded before their invitation: retroactive re-encryption takes care of this. There is nothing to do manually.

Removing a member

  1. Go to the Members tab of the data room
  2. Click on Remove next to the relevant member
  3. Confirm

Upon removal, all files in the data room are re-encrypted without the removed member's key. This re-encryption takes place in your browser. Once complete, the former member can no longer decrypt any file in the data room — including files they had uploaded.

warning

Do not close the browser during re-encryption. If the operation is interrupted, you will be prompted to resume it on your next visit to the data room.

Changing a member's role

From the Members tab, click on a member's role to change it. A role change does not trigger re-encryption — access rights are updated immediately.

Audit and traceability

Data rooms record every access: who viewed or downloaded what and when. This history is accessible to Managers from the Activity tab of the data room.