DealRoom's new granular permissions feature is designed to offer corporate development teams and integration leads an unmatched level of control over task-level details and actions.
It allows teams to customize workflows down to the smallest detail, ensuring that everyone involved knows their role and limitations.
As an admin, you can specify permissions to allow only designated functional owners or specific internal and external buyer teams to create new tasks. This eliminates the clutter of non-essential tasks, letting you concentrate on mission-critical activities.
Customize the statuses that different user groups can access or modify. For example, you can restrict the sell-side to statuses like 'N/A' or 'Buyer Review,' ensuring you have a real-time, accurate view of each task's progress without having to double-check or clarify.
Choose who can see or add labels like "Critical" or "Risk," which can be hidden from the sell-side. This enables your internal teams to strategically prioritize tasks without revealing sensitive internal assessments.
Go beyond basic permissions by specifying who can see or change not just statuses, but also assignees, reviewers, and followers. This multi-level control ensures that tasks are not just created but also executed and closed by the right personnel, under the right conditions.
As an integration lead, you can lock the ability to change due dates, ensuring that your team stays on track and meets critical integration milestones without any unplanned delays.
Control who can delete tasks to prevent accidental or intentional removal of crucial requests, thereby maintaining the integrity of your workflow.
For a detailed guide on how to leverage this feature to its fullest, please refer to our upcoming support article.
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