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User Management - Brief Overview

View this quick powerpoint on the ease of creating and tracking investors with in your virtual data rooms.

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User Management - Brief Overview

  1. 1. User Management Overview This brief overview covers the following items: Log In To Your Account User Management Screen Assigning User Accounts User Fields to Edit Reports – Tracking Investor Activity Room Administrator Permission V-Rooms TM Virtual Data Rooms (888) 316-2048
  2. 2. Log In To Your Account Use either or to log into the data room application with the login information provided to you. You will log in as an administrator or a user, depending on the permissions of your user account. V-Rooms TM Virtual Data Rooms (888) 316-2048
  3. 3. User Management Screen In order to manage your clients’ user accounts, you must have room administrator access. After logging in as an administrator, you will see the main menu on the left. First, select Users from the main menu in order to assign investors to the 50 usernames provided by your client. These usernames will be numbered. If you run out of unassigned user accounts, please contact your client for additional usernames. V-Rooms TM Virtual Data Rooms (888) 316-2048
  4. 4. Assigning User Accounts The client will provide you with 50 user accounts. Select one that is unassigned and add the potential investor’s given Name and Email Address . See the example below where Fred T. Investor has been assigned to the username (user account) CCC-1. After editing the name and email fields, add your name in the Representative field before saving & closing. This will allow other administrators, including your client, to see who has assigned the investor to this user account. These accounts will start at security level 1 and provide access to general marketing material. V-Rooms TM Virtual Data Rooms (888) 316-2048
  5. 5. User Fields to Edit <ul><li>Edit the following fields when assigning usernames: </li></ul><ul><li>Representative : Enter your name here </li></ul><ul><li>Name : Enter the investor’s name here </li></ul><ul><li>Security Level : 1-8 </li></ul><ul><li>(Upgrade the investor’s level as necessary – this changes document access) </li></ul><ul><li>Email Address : Add the investor’s email address </li></ul><ul><li>Please do not edit the username and password fields unless the user needs to be made inactive. </li></ul>V-Rooms TM Virtual Data Rooms (888) 316-2048
  6. 6. Reports – Tracking Investor Activity Select the Files Clicked Report from your main menu. This report shows who has accessed documents with a given date range. Choose a date range, then refresh the report. To optimize your use of the Files Clicked Report, export it to an Excel document for easy viewing and sorting. This will also allow you to find the information you need more quickly. V-Rooms TM Virtual Data Rooms (888) 316-2048
  7. 7. Room Administrator Permissions <ul><li>In May 2009, V-Rooms will enhance the way Room Administrator accounts are managed allowing them to have one, multiple or all of the following permissions: </li></ul><ul><ul><ul><li>Manage documents </li></ul></ul></ul><ul><ul><ul><li>Manage users </li></ul></ul></ul><ul><ul><ul><li>Manage reports </li></ul></ul></ul><ul><li>We’ve recently changed our user interface in anticipation of adding new features. By the end of summer 2009, our application will handle document search, room discussions and user reports. Administrators will be able to create users in batch, more easily upload files, email users their passwords from within the system and mark users as active or inactive. Finally, we will add the ability to further customize the dynamic confidential watermark. </li></ul><ul><li>It is our hope that the upcoming enhancements will improve the functionality of your V-Room and better serve your administrative needs. </li></ul><ul><li>We continually strive to improve our application. If you have any comments or suggestions for our development team, please email [email_address] . </li></ul>V-Rooms TM Virtual Data Rooms (888) 316-2048
  8. 8. Thank you for taking the time to review this presentation. I hope you found it beneficial. If you have any further questions, please contact client support at [email_address] or call Toll-Free (888) 316-2048. You can find our FAQs at . <ul><ul><ul><li>Thank You For Your Time </li></ul></ul></ul>