Permission Management Deep Dive
Master granular permission controls. Per-user, per-group, per-folder, and per-document permissions. Time-limited and IP-restricted access.
Video tutorial
14 min · Permission management
What you'll learn
Master the permission hierarchy that gives you precise control over who sees what — from workspace-level access down to individual document overrides.
- Understanding the permission hierarchy and how it cascades
- Group-level, folder-level, and per-document permissions
- Time-limited and IP-restricted access for high-security transactions
- Bulk permission management for large data rooms
Step-by-step walkthrough
The permission hierarchy
How SpaceNexus permissions cascade from workspace to group to user to document, and why this matters for security.
Group-level permissions
Creating and configuring permission groups for different bidder types, advisors, and internal users.
Folder-level permissions
Applying different access levels to different folders — full access for some, view-only for others.
Per-document overrides
When folder-level permissions are not enough, set per-document overrides for the most sensitive materials.
Time-limited access
Set access to expire at specific dates — useful for round deadlines and engagement period endings.
IP whitelisting and device binding
Restrict access to specific IP addresses or pre-registered devices for the highest-security transactions.
Bulk permission management
Managing permissions across hundreds of users and documents efficiently with bulk operations.