After you have set up the Team security for Sell-side/Buy-side teams, click on the three dots at the team level and select "What can they view?" to verify the below:

  • If you have given the right document access to the right team.

  • If you have given access, but not enabled the documents in the Manage Documents section

  • Double-check everything is in order prior to inviting the users to the deal room.

Repeat the steps for all the teams to ensure you have set it exactly the way you want.

Alternatively, you can also Filter your Document Index

  1. Please go to View > Document Index

Choose the Filter option from the Topbar

2. Select the View as Filter to be get the preferred Team's view of Document Index

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