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Enterprise: How to add people in the Management Area

Learn how to add people in the Management Area.

Written by Pravin Sathiyalingam

ℹ️ This feature is only available to Administrators in the Management Area.

Clients who have an enterprise agreement can be given access to their own management area, so they can create their own Data Rooms and start their project straight away. You can add users into the management area to give them the ability to create Data Rooms or view the existing ones.

How to add people in the Management Area

Step 1: Log in to the Ansarada Data Room

  • Log in at os.ansarada.com.

Step 2: Access the management area

  • Click the management area where you want to add people.

Step 3: How to add people to the management area

  • Click Your Users under the Manage section on the left-hand side.

  • Click Add in the top right of your screen.

Step 4: Choose the relevant role for the user

Administrator:

  • Can see all Data Rooms created via the Management Area

  • Can create/delete any Data Rooms

  • Can create/delete users

Room Creator:

  • Can only see Data Rooms they have created or in which they are administrators

  • Can create Data Rooms and delete Data Rooms they have created

  • Cannot see other users in the Management Area and has no access to Security defaults

Viewer:

  • View-only role; can see all Data Rooms created via the Management Area

Step 5: Send them an invitation

  • Enter the email addresses of the users you want to add.

  • Choose Room role (only available if adding Administrator and Viewer in the Management Area).

  • Check the box "Send email invites"

  • Click Add and invite

FAQ

Can I add multiple people to the management area?

You can add multiple people at once by simply copying and pasting the email addresses of the people you wish to add. Make sure each email address is separated by a comma, semicolon, space, or line break. They will all be added to the Management Area with the same role.

Why can I not see the Q&A when accessing a room via the management area?

You will need to assign yourself a Q&A role for each room to be able to see the Q&A in that room. To do this, access the room and then under "Manage" choose "Q&A" and then "Assign Q&A Roles." Learn more about Q&A roles here.


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