Ansarada

ℹ️ <b>This feature is only accessible to Admins.</b>

We understand that everyone plays a different role in a deal, that's why Ansarada allows you to allocate different Room roles and place different restrictions on people within the Room. Keep your data safe and secure.<br>​<br>From this training video you'll learn about:

<a href="https://intercom.help/Ansarada/high-performance-security-risk-and-compliance/transaction-room-settings/transaction-based-labels" rel="nofollow noopener noreferrer" target="_blank">Transaction labels</a>

Activating <a href="https://intercom.help/Ansarada/high-performance-security-risk-and-compliance/transaction-room-settings/terms-of-access" rel="nofollow noopener noreferrer" target="_blank">Terms of access</a>

Securing <a href="https://intercom.help/Ansarada/high-performance-security-risk-and-compliance/transaction-room-security-controls/manage-security-settings-for-microsoft-office" rel="nofollow noopener noreferrer" target="_blank">Microsoft Office files</a>

<a href="https://intercom.help/Ansarada/collaborate-team-and-deal/transaction-room-access/create-teams-and-sub-teams" rel="nofollow noopener noreferrer" target="_blank">Creating</a> Teams and Sub-teams

Applying <a href="https://intercom.help/Ansarada/high-performance-security-risk-and-compliance/transaction-room-security-controls/document-security-settings" rel="nofollow noopener noreferrer" target="_blank">Security settings</a>

Viewing a <a href="https://intercom.help/Ansarada/high-performance-security-risk-and-compliance/transaction-room-reporting/document-security-report" rel="nofollow noopener noreferrer" target="_blank">Document Security report</a>

<a href="https://intercom.help/Ansarada/collaborate-team-and-deal/transaction-room-access/add-people-to-teams" rel="nofollow noopener noreferrer" target="_blank">Adding people</a>

<a href="https://intercom.help/Ansarada/collaborate-team-and-deal/transaction-room-access/send-invites" rel="nofollow noopener noreferrer" target="_blank">Sending</a> and <a href="https://intercom.help/Ansarada/collaborate-team-and-deal/transaction-room-access/resend-transaction-room-invites" rel="nofollow noopener noreferrer" target="_blank">resending</a> invitation emails

<a href="https://intercom.help/Ansarada/collaborate-team-and-deal/transaction-room-access/transaction-room-roles" rel="nofollow noopener noreferrer" target="_blank">Room roles</a>

<a href="https://intercom.help/Ansarada/collaborate-team-and-deal/transaction-room-access/edit-teams-and-sub-teams" rel="nofollow noopener noreferrer" target="_blank">Editing</a> Teams and Sub-teams

<a href="https://help.ansarada.com/en/articles/5372315-what-can-they-view-option" rel="nofollow noopener noreferrer" target="_blank">Verify</a> the Team's view of Access to documents

- <a href="https://intercom.help/Ansarada/high-performance-security-risk-and-compliance/transaction-room-settings/transaction-based-labels" rel="nofollow noopener noreferrer" target="_blank">Transaction labels</a>
- Activating <a href="https://intercom.help/Ansarada/high-performance-security-risk-and-compliance/transaction-room-settings/terms-of-access" rel="nofollow noopener noreferrer" target="_blank">Terms of access</a>
- Securing <a href="https://intercom.help/Ansarada/high-performance-security-risk-and-compliance/transaction-room-security-controls/manage-security-settings-for-microsoft-office" rel="nofollow noopener noreferrer" target="_blank">Microsoft Office files</a>
- <a href="https://intercom.help/Ansarada/collaborate-team-and-deal/transaction-room-access/create-teams-and-sub-teams" rel="nofollow noopener noreferrer" target="_blank">Creating</a> Teams and Sub-teams
- Applying <a href="https://intercom.help/Ansarada/high-performance-security-risk-and-compliance/transaction-room-security-controls/document-security-settings" rel="nofollow noopener noreferrer" target="_blank">Security settings</a>
- Viewing a <a href="https://intercom.help/Ansarada/high-performance-security-risk-and-compliance/transaction-room-reporting/document-security-report" rel="nofollow noopener noreferrer" target="_blank">Document Security report</a>
- <a href="https://intercom.help/Ansarada/collaborate-team-and-deal/transaction-room-access/add-people-to-teams" rel="nofollow noopener noreferrer" target="_blank">Adding people</a>
- <a href="https://intercom.help/Ansarada/collaborate-team-and-deal/transaction-room-access/send-invites" rel="nofollow noopener noreferrer" target="_blank">Sending</a> and <a href="https://intercom.help/Ansarada/collaborate-team-and-deal/transaction-room-access/resend-transaction-room-invites" rel="nofollow noopener noreferrer" target="_blank">resending</a> invitation emails
- <a href="https://intercom.help/Ansarada/collaborate-team-and-deal/transaction-room-access/transaction-room-roles" rel="nofollow noopener noreferrer" target="_blank">Room roles</a>
- <a href="https://intercom.help/Ansarada/collaborate-team-and-deal/transaction-room-access/edit-teams-and-sub-teams" rel="nofollow noopener noreferrer" target="_blank">Editing</a> Teams and Sub-teams
- <a href="https://help.ansarada.com/en/articles/5372315-what-can-they-view-option" rel="nofollow noopener noreferrer" target="_blank">Verify</a> the Team's view of Access to documents

Get guided through how to set up Teams, Sub-Teams, Security settings and sending invitation emails.

Chapter 3: Security and Teams

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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