How to set granular folder and file permissions for your data room?

Control exactly who sees what in your data room. With granular permissions, you can set specific view and download access for each folder and file—ensuring investors only see financial documents, partners access product materials, and advisors review what's relevant to them.

Turn off "Share Entire Dataroom" to start with nothing shared, then hand-pick exactly which documents each recipient can access.

Step 1: Open your data room sharing settings

1. Navigate to your data room in the left sidebar
2. Click the "Share" button in the top right corner

Step 2: Set default permission strategy

Choose how permissions work for new documents added to your data room:

• Inherit from parent folder: New items automatically get their parent folder's permissions
• Ask every time: Manual permissions modal for each upload
• Hidden by default: New items start with no access

Step 3: Configure granular permissions

Click "Manage Permissions" to set folder and file-level access controls.

To control exactly what's shared:

1. Turn off "Share Entire Dataroom" to start with nothing selected
2. Select specific folders or files to share
3. Set permissions for each item:
   • View: Allow recipients to see the document
   • Download: Enable file downloads
   • Original file access: Grant access to source files (.pptx, .xlsx, etc.)

Note: Files in folders inherit permissions based on your default strategy.

Use cases for granular permissions

• Investor updates: Share financial folders only with investors, exclude product roadmaps
• Partner access: Give product documentation to partners, hide financial data
• Advisor reviews: Grant view-only access to specific sections, disable downloads
• Due diligence: Progressively grant access to sensitive documents as deals advance

Common questions

Can I change permissions after sharing?

Yes. All permission changes take effect immediately for existing links.

Can different links have different permissions?

Yes. Each link to your data room can have unique folder and file permissions.

How do I track who accessed what?

Enable email verification to see detailed access logs and receive notifications in Analytics.

Set up granular permissions

Open your data room

---

Need more help? Browse our Help Center or contact support in-app.