Run As: User
If you want to see what files your users will have access to when they log into the data room without having to create a test user, we have added that functionality for you.
Go to reports on the left-hand menu; select the room from the dropdown menu on the top right side of the screen, and choose which file listings you want to view. As shown below:
The File Listing will show you a simplified exportable version of the files that will be seen and their settings:
The File Listing - Tree will show you a printable PDF version of the folders/files that will be seen and their settings:
The view will default to "You," the admin, and allow you to select any user assigned to the selected room. You will notice below that I have selected a user at a security level of 2 with no security section assigned. The report refreshes to show that this user will only have access to the 2 files shown of the 6 files in the room.
If a user has been selected in the dropdown and you do not see files that you believe the user should have access to, this means either the files are above the user's assigned security level, or the user has not been assigned to the necessary security section.
Please select the support tab for assistance if you have additional questions regarding these reports.
Articles in this section
- Adding a Folder
- Adding a New Room
- Adding a New User
- Adding and Editing Security Sections
- Adding Tasks
- Archiving
- Archiving A Room
- Branding
- Collections
- Creating a Custom Login
- Custom Watermarking
- Deactivated User Search
- Document Tags
- Document Viewer
- Document Viewer Overrides
- Downloading
- Downloading Files
- Editing File Settings
- Editing Multiple Users
- Editing Tasks
- Editing User
- Editing Your Profile
- Emailing Users from the Application
- Embed iFrame
- External File Upload Feature
- File Move / Copy
- Folder and File Naming Restriction's
- Folder Edit
- Folder Structure Upload
- Getting Started
- How to Clear Browser Cache
- Importing New Rooms
- Managing Your Profile
- Password Complexity
- Password Management
- Permission Overrides for Users
- Removing Access vs. Deleting Users
- Removing Encryption from a PDF
- Room Admin with Room Creation
- Room Notification Email Settings
- Run As: User
- Schedule Room Updates
- Security Levels and Security Sections
- Security Sections
- Security Sections in Documents
- Storage Indicator
- Subsciption Management
- Subscription Management Screen
- Task / Request List Management
- Task Management Screen
- Task Managmenet Dashboard
- Task Types
- Two-Factor Authentication
- Update Room Contact
- Updating Room Instructions
- Uploading
- Uploading Files
- User Search
- User Search
- Users List