Navigate to Users > Click + to begin adding users.

The Add User window will be presented.

Enter the user's email address, the username (this will be auto-populated but can be edited), and the full name of the user. 

Click "Add Additional User" to create multiple users in a single session.

Click Next Step and click "Add Access" to provide the new user with access to a data room.

The Add User Access window will be displayed.  

Here you will specify a data room, a user type, and additional user settings.

User Types:

• Account Administrator: This is the highest level of security in an account. These admins will have full administrative capabilities of all account functionality.
• Room Administrator: This is the second-highest level of security in an account. and there are multiple roles for a Room Administrator to choose from.
  • Full Control: These admins have full administrative capabilities of Room Settings, Documents, Users, and Reporting for the specified data room. 
  • Room Management: These admins have full administrative capabilities of the Room Settings (i.e. logos, features, disclaimer, document viewer settings, instructions, and login emails). 
  • Document Management: These admins have full administrative capabilities of uploading, editing, moving, and deleting of folders/files for the specified data room.
  • User Management: These admins have full administrative capabilities of adding, editing, removing users access(not deleting), and the communication report for the specified data room. 
  • Report Management: These admins have full administrative capabilities of running audit reports for the specified data room.
  • Room Creation: A room admin with Room Creation can create new rooms. 
• User-Upload: These users can view, print, download, and upload files in the specified data room unless otherwise restricted.
• User: These users can view, print, and download files in the specified data room unless otherwise restricted.  

Additional User Settings include:

• Active: Setting active to "No" revokes access without deleting the user.
• Inactive After: Allows to set a date the user is to be marked inactive in the assigned data room. 
• Email Notifications: This allows users to receive instant or scheduled emails listing all files uploaded. Note: A user will receive email notifications if set to "Yes" even if you haven't sent them their login email.
• File Search: This allows users to search for files by filename, description, or document tags.
• Security Levels and Security Sections: For more information click here.  
• Permission Policies: For more information click here.

After all settings are specified, click Next.

The Send Login Email Tab is presented.

To invite users now, choose "Yes" in the drop-down, and login information will be sent upon completion. If you choose "No", this information can be sent at a later time by selecting the users in the grid and clicking the "envelope" button.

Click Next.

The Summary Tab is presented.

From here, verify the access shown is correct and click "Complete" to create the new user(s).