Your Data Rooms
On Capcade, you can participate in data rooms you control or join data rooms your counterparty controls.
Creating a Data Room
Watch a short video:
Or follow the step-by-step guide:
Go to the Workspace Section
Click the Create button and select Data Room
Give the data room a name, a description (optional) and assign admins for this specific data room
if you don't assign specific admins, you will be assigned by default
The project will include a data room and file request by default.
If you want to customize the modules available in different project templates, simply contact your Capcade account rep or message us in the chat button.
The activity log and settings of the project will encompass all aspects of your project - using the default template this would include activity and settings of the data room and file request.
Inviting users and organizations to your Data Room
Click the green Invite button in the upper right
Select either internal users or external users when promoted and click continue
In the contacts field, enter the names, emails or groups of users you want to invite
By default in the resources field, the system will assume you want to invite users to this specific data room, you can add other data rooms, transactions, projects or marketplaces if you wish as well
you can invite users to any resource where you have the permission to do so
The invitation dialog will have one final screen summarizing whom you invited and what you invited them to - press Continue to finalize the invitation
Please note - when you invite external organizations to the data room, the admins of that external organization can assign their users to the data room; when you invite specific users and groups, the access is limited to just them
Setting permissions in the data room
Click on the relevant data room
Select the Members tab
Click on the Project Room Permissions button and select Data room
You will see who you have invited in the permission matrix and can set permissions accordingly
When inviting internal colleagues to help you manage the data room you may want to enable them to "Manage document permissions" (make folders and files visible) and "Manage overall access" (invite others to the VDR).
Managing document permissions in the data room
Click on the relevant data room
Click on the Document Permissions button
You will now see a matrix of your files and folders in the data room with who has access. By default, permissions are set to no access, but you can grant view only, download and print and edit (to enable uploads) access as desired on a file or folder level.
To learn more about data rooms and projects, visit our help guide!