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"What can they view?"/ "View as"
"What can they view?"/ "View as"

Verify the security settings for teams by seeing their version of the Document Index

Angelica Medallo avatar
Written by Angelica Medallo
Updated over a week ago

After you have set up the security for the Sell-side/Buy-side teams, you can double check what enabled content they can see and test the security controls applied.

This can be helpful to see what the clients see and also what they have the ability to do on the documents.

There is 2 ways to get to this page:

"What can they view"
Sell side or Buy side, three dots to the right of the team, What can they view?

"View as"

  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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