New Enhanced Permissions Eliminates the Manual Process of Setting & Managing Permissions at Scale

DealRoom Just Made Permission Management Faster & Easier 

M&A deals move fast, and permissioning shouldn't slow them down. Yet, every new deal brings the same frustration: manually setting access for sellers, internal teams, and advisors, wasting valuable time and increasing the risk of mistakes. Who needs access to what? Who should see what documents? And how do you ensure security while keeping everything running smoothly?

Enter DealRoom’s Permissions, a game-changing way to set, control, and automate access across deals. No more repetitive setups, accidental oversights, or endless back-and-forth approvals. With a few clicks, access is granted, security is locked in, and your team is free to focus on what matters: getting the deal done.

A Smarter, Faster, More Scalable Way to Manage Permissions

With Permissions, M&A teams can now:

• Set access once and apply it across multiple deals- eliminating repetitive work.
• Granularly control permissions- ensuring sellers, internal teams, and advisors only see what they need.
• Automate access at scale- reducing human error and streamlining workflows.

How It Works—Breaking Down Access Control

Here’s how DealRoom's Permissions transforms deal execution for different stakeholders:

• Sellers: Instead of giving broad access that risks exposing sensitive information, sellers now receive permissions only for specific diligence folders. They can securely upload documents and respond to requests without unnecessary distractions.
• Internal Teams (Finance, HR, Legal, IT): No more back-and-forth approvals. Permissions are customized so that Finance sees financial reports, HR accesses only employee data, and IT manages cybersecurity risks—ensuring compliance and security at every level.
• External Advisors: Advisors need access—but in a controlled way. Enhanced Permissions allow for view-only access to select files, so legal and financial advisors can review critical details without downloading or altering documents.
• Visibility Between Groups: Managing access isn’t just about files—it’s about who sees what. Now, sellers won’t see internal discussions, keeping strategy private while ensuring a smooth deal flow.‍
• Diligence & Integration Risk Management: Permissions also control who can view diligence findings and integration risks, ensuring Finance sees financial risks, HR handles employment concerns, and IT focuses on security—keeping each team focused only on what’s relevant to them.

Why This Matters

Every deal brings new participants, each needing different levels of access. Manually managing permissions means wasted time, errors, and security risks.

With DealRoom’s Permissions, teams no longer have to:

• Reconfigure permissions every time a new deal starts.
• Worry about sensitive documents being shared by mistake.
• Chase down approvals just to grant basic access.

Say Goodbye to Repetitive Permission Setups

Instead of setting permissions over and over again, DealRoom's Permissions lets you automate everything:

• Add users to the deal room, and they automatically get the right access—no manual setup required.
• Permissions adjust dynamically as deals progress, keeping sensitive data secure.
• Pre-set templates allow managers to apply access rules across all deals instantly.

The Bottom Line: Less Admin Work, More Deal Execution

With DealRoom’s Permissions, deal teams can focus on execution, not administration. The benefits?

Ready to see it in action? Request a customized demo today - here