SmartRoom User Rights Guide

SmartRoom now has new simplified user rights. This new functionality will allow for every SmartRoom Manager to be able to setup their own permissions for documents, folders, and site-wide access. With our SmartRoom, you can create unlimited varied user access security profiles. Each security profile will be defined by the SmartRoom Manager(s) and can be discussed in detail with your designated Project Manager.

As a best practice, we recommend that you create a different security profile for every entity being invited to the SmartRoom. The entity may consist of a specific company, their legal counsel, bankers, internal/external consultants, and any others that are representing one party. As you are reviewing user statistics to determine which entity has been reviewing (viewing, printing, saving) documents, you will be able to pull reports by security profile which will help you determine which party has expressed interest and what amount of interest. You should name the security profile either by the specific party’s corporate name or create a unique name. These names are specifically for SmartRoom Manager purposes only and any other member invited to the SmartRoom will not know which security profile they are invited under nor will they know of other security profiles within the SmartRoom.

Although each SmartRoom Manager will now have the ability to setup their own permissions, your designated Project Manager and our 24/7/365 support will be accessible to assist in any way we can. Below you will find a guide for implementing SmartRoom User Rights.