Guest

A 'Guest' participant can view documents only. 'Guest' participants do not have any access to view the Reports, Manage, Document Security or Batch Operations menus.

If the Q&A facility has been activated in the management area the following Q&A Roles may be assigned to a 'Guest' participant. Please click the link below for further information on Q&A Role options and how they affect a 'Guest' participant:

Collapsed'Guest' Q&A Roles

Question Viewer

When assigned a Question Viewer role a 'Guest' participant will not be able to submit Questions but they will be able to view Answers to Questions that have been disclosed to them.

Question Author

When assigned a Question Author role a 'Guest' participant will be able to submit new Questions and view Answers to Questions that have been disclosed to them. Any Question submitted by a Question Author will be automatically sent for approval to a member of their User Group who is a 'Question Approver', if their User Group does not contain a Question Approver then any Questions they submit will be automatically assigned to the Q&A Administrator for approval.

Question Approver

When assigned a Question Approver role a 'Guest' participant will be able to submit new Questions and view Answers to Questions that have been disclosed to them. Question Approvers can Approve, Modify and Approve, or Reject all Questions submitted by members of their User Group who are assigned the role Question Author. Any Questions they Approve or Modify and Approve, will be automatically assigned to the Q&A Administrator for approval. Question Approvers automatically receive emails advising them each time a Question has been assigned to them and that their action is required.

All Questions submitted by Question Authors only require the approval of one Question Approver. If a User Group contains more than one Question Approver Questions may be approved by any of the Question Approvers, they do not require approval by all Question Approvers. If a User Group does not contain any Question Approvers or if all members of the User Group are Question Approvers then all submitted Questions will be automatically assigned to the Q&A Administrator.

Limited User

A 'Limited User' participant can view documents only. 'Limited User' participants do not have any access to view the Reports, Manage, Document Security or Batch Operations menus.

If the Q&A facility has been activated in the management area the following Q&A Roles may be assigned to a 'Limited User' participant. Please click the link below for further information on Q&A Role options and how they affect a 'Limited User' participant:

Collapsed'Limited User' Q&A Roles

Answer Drafter

When assigned an Answer Drafter role a 'Limited User' will be able to draft Answers to Questions that have been assigned to them. As a 'Limited User', if assigned a Question to answer they will not see the name of the original Question Author or the User Group. Answer Drafters only have access to view Questions and/or Answers that are or were assigned to them; they do not have access to view all Questions and Answers. Answer Drafters automatically receive emails advising them each time a Question and/or Answer has been assigned to them and that their action is required. An Answer Drafter's Answers must be approved by an Answer Approver, they are not able to submit their Answers directly to the Q&A Administrator.

Answer Drafters can perform the following actions:

  • Answer Question and request approval
    This will display an Answer text box, a Comments text box and a list of all Answer Approvers from which they can select person(s) to submit their draft Answer to for approval.
  • Request Answer approval
    This will display an Answer text box containing any existing Answer, a Comments text box and a list of all Answer Approvers from which they can select person(s) to approve the current Answer.
  • Answer and forward the Question
    This will display an Answer text box, a Comments text box and a list of all Answer Approvers, Answer Authors and Answer Drafters, they can select one or more of these persons to submit their draft Answer for review.
  • Forward the Question
    This will display a Comments text box and a list of all Answer Approvers, Answer Authors and Answer Drafters from which they can select person(s) to forward the Question to.
Answer Author

When assigned an Answer Author role a 'Limited User' will be able to answer Questions that have been assigned to them. If assigned a Question to answer they will not see the name of the original Question Author or their User Group. Answer Authors only have access to view Questions and/or Answers that are or were assigned to them; they do not have access to view all Questions and Answers. Answer Authors automatically receive emails advising them each time a Question and/or Answer has been assigned to them and that their action is required.

Answer Authors can perform the following actions:

  • Answer Question and send to Q&A Administrator
    This will display an Answer text box and a Comments text box for them to submit an Answer to the Q&A Administrator.
  • Answer Question and request approval
    This will display an Answer text box, a Comments text box and a list of all Answer Approvers from which they can select person(s) to submit their draft Answer to for approval.
  • Request Answer approval
    This will display an Answer text box containing any existing Answer, a Comments text box and a list of all Answer Approvers from which they can select person(s) to approve the current Answer.
  • Answer and forward the Question
    This will display an Answer text box, a Comments text box and a list of all Answer Approvers, Answer Authors and Answer Drafters, they can select one or more of these persons to submit their draft Answer for review.
  • Forward the Question
    This will display a Comments text box and a list of all Answer Approvers, Answer Authors and Answer Drafters from which they can select person(s) to forward the Question to for review.
Answer Approver

When assigned an Answer Approver role a 'Limited User' will be able to answer and/or approve Questions that have been assigned to them. If assigned a Question to answer and/or approve they will not see the name of the original Question Author or their User Group. Answer Approvers automatically receive emails advising them each time a Question and/or Answer has been assigned to them and that their action is required. Answer Approvers have access to view all Questions and Answers in the dataroom.

Answer Approvers can perform the following actions:

  • Approve Answer and send to Q&A Administrator
    This will display a Comments text box and allow them to submit an approval to an Answer to the Q&A Administrator.
  • Reject Answer and send to Q&A Administrator
    This will display a Comments text box and allow them to submit a rejection to an Answer to the Q&A Administrator.
  • Answer Question and send to Q&A Administrator
    This will display an Answer text box and a Comments text box for them to submit an Answer to the Q&A Administrator.
  • Answer and forward the Question
    This will display an Answer text box, a Comments text box and a list of all Answer Approvers, Answer Authors and Answer Drafters, they can select one or more of these persons to submit their draft Answer for review.
  • Forward the Question
    This will display a Comments text box and a list of all Answer Approvers, Answer Authors and Answer Drafters from which they can select person(s) to forward the Question to for review.
Q&A Administrator

When assigned a Q&A Administrator role a 'Limited User' will be able to access all Questions and Answers, all Q&A reports and take any action on any Question or Answer at any time. Q&A Administrators can be assigned Answers to disclose by any Answer Author or Answer Approver. Q&A Administrators automatically receive emails advising them each time a Question and/or Answer has been assigned to them and that their action is required.

Q&A Observer - Full Control

When assigned a Q&A Observer - Full Control role a 'Limited User' will be able to access all Questions and Answers, all Q&A reports and take any action on any Question or Answer at any time. A Q&A Observer - Full Control can perform exactly the same actions as a Q&A Administrator; the key difference is that they are not able to be selected and assigned a Question or Answer by any other dataroom participant. Also, a Q&A Observer - Full Control does not receive any automatic email notifications regarding any Q&A activity.

A Q&A Administrator and a Q&A Observer - Full Control can perform the following actions:

  • Disclose Answer
    This will display an option to choose the appropriate disclosure level. Answers may be disclosed to all dataroom Users or only to the original Question Author and their User Group. Any Answer disclosed to all dataroom Users does not display the name of the Author who originally submitted the Question.
  • Answer Question and disclose the Answer
    This will display an Answer text box containing any existing Answer, an option to attach and secure a file and also an option to choose the appropriate disclosure level.
  • Answer Question and request approval
    This will display an Answer text box, a Comments text box, an option to attach a file and a list of all Answer Approvers from which they can select person(s) to approve their Answer.
  • Request Answer approval
    This will display an Answer text box containing any existing Answer, a Comments text box, an option to attach a file and a list of all Answer Approvers from which they can select person(s) to approve the current Answer.
  • Answer and forward the Question
    This will display an Answer text box, a Comments text box and a list of all Answer Approvers, Answer Authors and Answer Drafters from which they can select person(s) to submit their Answer to for review.
  • Forward the Question
    This will display a Comments text box and a list of all Answer Approvers, Answer Authors and Answer Drafters from which they can select person(s) to forward the Question to for review.
  • Reject Question
    This will display a Comments text box.
Q&A Observer - View Only

When assigned a Q&A Observer - View Only role, a 'Limited User' will be able to view all Questions and Answers and all Q&A reports but will not be able to take any action on any Question or Answer. They are not able to be selected and assigned a Question or Answer by any other dataroom participant. They do not receive any automatic email notifications regarding any Q&A activity.

Document Publisher

A 'Document Publisher' participant can add, edit and delete documents in the dataroom. 'Document Publisher' participants do not have any access to view the Reports, Manage (excluding Manage Documents), Document Security or Batch Operations (excluding Folders and Documents) menus.

If the Q&A facility has been activated in the management area the following Q&A Roles may be assigned to a 'Document Publisher' participant. 'Document Publisher' access to Q&A functionality is identical to that of a participant who is a 'Limited User'. Please click the link below for further information on Q&A Role options and how they affect a 'Document Publisher' participant:

'Document Publisher' Q&A Roles

Answer Drafter

When assigned an Answer Drafter role a 'Document Publisher' will be able to draft Answers to Questions that have been assigned to them. As a 'Document Publisher', if assigned a Question to answer, they will not see the name of the original Question Author or the User Group. Answer Drafters only have access to view Questions and/or Answers that are or were assigned to them; they do not have access to view all Questions and Answers. Answer Drafters automatically receive emails advising them each time a Question has been assigned to them and that their action is required. An Answer Drafters Answers must be approved by an Answer Approver, they are not able to submit their Answers directly to the Q&A Administrator.

Answer Drafters can perform the following actions:

  • Answer Question and request approval
    This will display an Answer text box, a Comments text box and a list of all Answer Approvers from which they can select person(s) to submit their draft Answer to for approval.
  • Request Answer approval
    This will display an Answer text box containing any existing Answer, a Comments text box and a list of all Answer Approvers from which they can select person(s) to approve the current Answer.
  • Answer and forward the Question
    This will display an Answer text box, a Comments text box and a list of all Answer Approvers, Answer Authors and Answer Drafters, they can select one or more of these persons to submit their draft Answer for review.
  • Forward the Question
    This will display a Comments text box and a list of all Answer Approvers, Answer Authors and Answer Drafters from which they can select person(s) to forward the Question to.
Answer Author

When assigned an Answer Author role a 'Document Publisher' will be able to answer Questions that have been assigned to them. If assigned a Question to answer, they will not see the name of the original Question Author or their User Group. Answer Authors automatically receive emails advising them each time a Question has been assigned to them and that their action is required. Answer Authors only have access to view Questions and/or Answers that are or were assigned to them; they do not have access to view all Questions and Answers.

Answer Authors can perform the following actions:

  • Answer Question and send to Q&A Administrator
    This will display an Answer text box and a Comments text box for them to submit an Answer to the Q&A Administrator.
  • Answer Question and request approval
    This will display an Answer text box, a Comments text box and a list of all Answer Approvers from which they can select person(s) to submit their draft Answer to for approval.
  • Request Answer approval
    This will display an Answer text box containing any existing Answer, a Comments text box and a list of all Answer Approvers from which they can select person(s) to approve the current Answer.
  • Answer and forward the Question
    This will display an Answer text box, a Comments text box and a list of all Answer Approvers, Answer Authors and Answer Drafters, they can select one or more of these persons to submit their draft Answer for review.
  • Forward the Question
    This will display a Comments text box and a list of all Answer Approvers, Answer Authors and Answer Drafters from which they can select person(s) to forward the Question to for review.
Answer Approver

When assigned an Answer Approver role a 'Document Publisher' will be able to answer and/or approve Questions that have been assigned to them. If assigned a Question to answer and/or approve they will not see the name of the original Question Author or their User Group. Answer Approvers have access to view all Questions and Answers in the dataroom. Answer Approvers automatically receive emails advising them each time a Question and/or Answer has been assigned to them and that their action is required.

Answer Approvers can perform the following actions:

  • Approve Answer and send to Q&A Administrator
    This will display a Comments text box and allow them to submit an approval to an Answer to the Q&A Administrator.
  • Reject Answer and send to Q&A Administrator
    This will display a Comments text box and allow them to submit a rejection to an Answer to the Q&A Administrator.
  • Answer Question and send to Q&A Administrator
    This will display an Answer text box and a Comments text box for them to submit an Answer to the Q&A Administrator.
  • Answer and forward the Question
    This will display an Answer text box, a Comments text box and a list of all Answer Approvers, Answer Authors and Answer Drafters, they can select one or more of these persons to submit their draft Answer for review.
  • Forward the Question
    This will display a Comments text box and a list of all Answer Approvers, Answer Authors and Answer Drafters from which they can select person(s) to forward the Question to for review.
Q&A Administrator

When assigned a Q&A Administrator role a 'Document Publisher' will be able to access all Questions and Answers, all Q&A reports and take any action on any Question or Answer at any time. Q&A Administrators can be assigned Answers to disclose by any Answer Author or Answer Approver. Q&A Administrators automatically receive emails advising them each time a Question and/or Answer has been assigned to them and that their action is required.

Q&A Observer - Full Control

When assigned a Q&A Observer - Full Control role a 'Document Publisher' will be able to access all Questions and Answers, all Q&A reports and take any action on any Question or Answer at any time. A Q&A Observer - Full Control can perform exactly the same actions as a Q&A Administrator; the key difference is that they are not able to be selected and assigned a Question or Answer by any other dataroom participant. Also, a Q&A Observer - Full Control does not receive any automatic email notifications regarding any Q&A activity.

A Q&A Administrator and a Q&A Observer - Full Control can perform the following actions:

  • Disclose Answer
    This will display an option to choose the appropriate disclosure level. Answers may be disclosed to all dataroom Users or only to the original Question Author and their User Group. Any Answer disclosed to all dataroom Users does not display the name of the Author who originally submitted the Question.
  • Answer Question and disclose the Answer
    This will display an Answer text box containing any existing Answer, an option to attach and secure a file and also an option to choose the appropriate disclosure level.
  • Answer Question and request approval
    This will display an Answer text box, a Comments text box, an option to attach a file and a list of all Answer Approvers from which they can select person(s) to approve their Answer.
  • Request Answer approval
    This will display an Answer text box containing any existing Answer, a Comments text box and a list of all Answer Approvers from which they can select person(s) to approve the current Answer.
  • Answer and forward the Question
    This will display an Answer text box, a Comments text box and a list of all Answer Approvers, Answer Authors and Answer Drafters, they can select one or more of these persons to submit their draft Answer for review.
  • Forward the Question
    This will display a Comments text box and a list of all Answer Approvers, Answer Authors and Answer Drafters from which they can select person(s) to forward the Question to for review.
  • Reject Question
    This will display a Comments text box.
Q&A Observer - View Only

When assigned a Q&A Observer - View Only role, a 'Document Publisher' will be able to view all Questions and Answers and all Q&A reports but will not be able to take any action on any Question or Answer. They are not able to be selected and assigned a Question or Answer by any other dataroom participant. They do not receive any automatic email notifications regarding any Q&A activity.

User

A 'User' participant has full read only access in the dataroom. User participants have access to view the Reports (excluding the Q&A Aged Questions and Q&A Export to Excel reports for Answer Drafter, Answer Author and Answer Approver Q&A Roles) and Manage (read only) menus.

If the Q&A facility has been activated in the management area the following Q&A Roles may be assigned to a 'User' participant. Please click the link below for further information on Q&A Role options and how they affect a 'User' participant:

Collapsed'User' Q&A Roles

Answer Drafter

When assigned an Answer Drafter role a 'User' will be able to draft Answers to Questions that have been assigned to them. As a 'User', if assigned a Question to answer they will see the name of the original Question Author and the User Group. Answer Drafters only have access to view Questions and/or Answers that are or were assigned to them; they do not have access to view all Questions and Answers. Answer Drafters automatically receive emails advising them each time a Question and/or Answer has been assigned to them and that their action is required. An Answer Drafters Answers must be approved by an Answer Approver, they are not able to submit their Answers directly to the Q&A Administrator.

Answer Drafters can perform the following actions:

  • Answer Question and request approval
    This will display an Answer text box, a Comments text box and a list of all Answer Approvers from which they can select person(s) to submit their draft Answer to for approval.
  • Request Answer approval
    This will display an Answer text box containing any existing Answer, a Comments text box and a list of all Answer Approvers from which they can select person(s) to approve the current Answer.
  • Answer and forward the Question
    This will display an Answer text box, a Comments text box and a list of all Answer Approvers, Answer Authors and Answer Drafters from which they can select person(s) to submit their Answer to for review.
  • Forward the Question
    This will display a Comments text box and a list of all Answer Approvers, Answer Authors and Answer Drafters from which they can select person(s) to forward the Question to.
Answer Author

When assigned an Answer Author role a User will be able to Answer Questions that have been assigned to them. As a 'User', if assigned a Question to answer they will see the name of the original Question Author and the User Group. Answer Authors only have access to view Questions and/or Answers that are or were assigned to them; they do not have access to view all Questions and Answers. Answer Authors automatically receive emails advising them each time a Question and/or Answer has been assigned to them and that their action is required.

Answer Authors can perform the following actions:

  • Answer Question and send to Q&A Administrator
    This will display an Answer text box and a Comments text box for them to submit an Answer to the Q&A Administrator.
  • Answer Question and request approval
    This will display an Answer text box, a Comments text box and a list of all Answer Approvers from which they can select person(s) to submit their draft Answer to for approval.
  • Request Answer approval
    This will display an Answer text box containing any existing Answer, a Comments text box and a list of all Answer Approvers from which they can select person(s) to approve the current Answer.
  • Answer and forward the Question
    This will display an Answer text box, a Comments text box and a list of all Answer Approvers, Answer Authors and Answer Drafters, they can select one or more of these persons to submit their draft Answer for review.
  • Forward the Question
    This will display a Comments text box and a list of all Answer Approvers, Answer Authors and Answer Drafters from which they can select person(s) to forward the Question to for review.
Answer Approver

When assigned an Answer Approver role a 'User' will be able to answer and/or approve Questions that have been assigned to them. As a 'User', if assigned a Question to answer and/or approve they will see the name of the original Question Author and the User Group. Answer Approvers have access to view all Questions and Answers in the dataroom. Answer Approvers automatically receive emails advising them each time a Question and/or Answer has been assigned to them and that their action is required.

Answer Approvers can perform the following actions:

  • Approve Answer and send to Q&A Administrator
    This will display a Comments text box and allow them to submit an approval to an Answer to the Q&A Administrator.
  • Reject Answer and send to Q&A Administrator
    This will display a Comments text box and allow them to submit a rejection to an Answer to the Q&A Administrator.
  • Answer Question and send to Q&A Administrator
    This will display an Answer text box and a Comments text box for them to submit an Answer to the Q&A Administrator.
  • Answer and forward the Question
    This will display an Answer text box, a Comments text box and a list of all Answer Approvers, Answer Authors and Answer Drafters, they can select one or more of these persons to submit their draft Answer for review.
  • Forward the Question
    This will display a Comments text box and a list of all Answer Approvers, Answer Authors and Answer Drafters from which they can select person(s) to forward the Question to for review.
Q&A Administrator

When assigned a Q&A Administrator role a 'User' will be able to access all Questions and Answers, all Q&A reports and take any action on any Question or Answer at any time. Q&A Administrators can be assigned Answers to disclose by any Answer Author or Answer Approver. Q&A Administrators automatically receive emails advising them each time a Question and/or Answer has been assigned to them and that their action is required.

Q&A Observer - Full Control

When assigned a Q&A Observer - Full Control role a 'User' will be able to access all Questions and Answers, all Q&A reports and take any action on any Question or Answer at any time. A Q&A Observer - Full Control can perform exactly the same actions as a Q&A Administrator; the key difference is that they are not able to be selected and assigned a Question or Answer by any other dataroom participant. Also, a Q&A Observer - Full Control does not receive any automatic email notifications regarding any Q&A activity.

A Q&A Administrator and a Q&A Observer - Full Control can perform the following actions:

  • Disclose Answer
    This will display an option to choose the appropriate disclosure level. Answers may be disclosed to all dataroom Users or only to the original Question Author and their User Group. Any Answer disclosed to all dataroom Users does not display the name of the Author who originally submitted the Question.
  • Answer Question and disclose the Answer
    This will display an Answer text box containing any existing Answer, an option to attach and secure a file and also an option to choose the appropriate disclosure level.
  • Answer Question and request approval
    This will display an Answer text box, a Comments text box, an option to attach a file and a list of all Answer Approvers from which they can select person(s) to approve their Answer.
  • Request Answer approval
    This will display an Answer text box containing any existing Answer, a Comments text box and a list of all Answer Approvers from which they can select person(s) to approve the current Answer.
  • Answer and forward the Question
    This will display an Answer text box, a Comments text box and a list of all Answer Approvers, Answer Authors and Answer Drafters, they can select one or more of these persons to submit their draft Answer for review.
  • Forward the Question
    This will display a Comments text box and a list of all Answer Approvers, Answer Authors and Answer Drafters from which they can select person(s) to forward the Question to for review.
  • Reject Question
    This will display a Comments text box.
Q&A Observer - View Only

When assigned a Q&A Observer - View Only role, a 'User' will be able to view all Questions and Answers and all Q&A reports but will not be able to take any action on any Question or Answer. They are not able to be selected and assigned a Question or Answer by any other dataroom participant. They do not receive any automatic email notifications regarding any Q&A activity.

Administrator

An 'Administrator' participant has full read and write access in the dataroom. 'Administrator' participants have access to view all dataroom menus. Administrators can add, edit and delete all Users, Documents and Document Security settings.

If the Q&A facility has been activated in the management area the following Q&A Roles may be assigned to a 'Administrator' participant. If assigned an Answer Drafter, Answer Author or Answer approver role an 'Administrator' participant's access to Q&A functionality is identical to that of a participant who is a 'User'. Please click the link below for further information on Q&A Role options and how they affect an 'Administrator' participant:

Collapsed'Administrator' Q&A Roles

Answer Drafter

When assigned an Answer Drafter role an 'Administrator' will be able to draft Answers to Questions that have been assigned to them. As an 'Administrator', if assigned a Question to answer they will see the name of the original Question Author and the User Group. Answer Drafters only have access to view Questions and/or Answers that are or were assigned to them; they do not have access to view all Questions and Answers. Answer Drafters automatically receive emails advising them each time a Question has been assigned to them and that their action is required. An Answer Drafters Answers must be approved by an Answer Approver, they are not able to submit their Answers directly to the Q&A Administrator.

Answer Drafters can perform the following actions:

  • Answer Question and request approval
    This will display an Answer text box, a Comments text box and a list of all Answer Approvers from which they can select person(s) to submit their draft Answer to for approval.
  • Request Answer approval
    This will display an Answer text box containing any existing Answer, a Comments text box and a list of all Answer Approvers from which they can select person(s) to approve the current Answer.
  • Answer and forward the Question
    This will display an Answer text box, a Comments text box and a list of all Answer Approvers, Answer Authors and Answer Drafters, they can select one or more of these persons to submit their draft Answer for review.
  • Forward the Question
    This will display a Comments text box and a list of all Answer Approvers, Answer Authors and Answer Drafters from which they can select person(s) to forward the Question to.
Answer Author

When assigned an Answer Author role an 'Administrator' will be able to answer Questions that have been assigned to them. As an 'Administrator', if assigned a Question to answer they will see the name of the original Question Author and the User Group. Answer Authors only have access to view Questions and/or Answers that are or were assigned to them; they do not have access to view all Questions and Answers. Answer Authors automatically receive emails advising them each time a Question has been assigned to them and that their action is required.

Answer Authors can perform the following actions:

  • Approve Answer and send to Q&A Administrator
    This will display a Comments text box and allow them to submit an approval to an Answer to the Q&A Administrator.
  • Answer Question and request approval
    This will display an Answer text box, a Comments text box and a list of all Answer Approvers from which they can select person(s) to submit their draft Answer to for approval.
  • Request Answer approval
    This will display an Answer text box containing any existing Answer, a Comments text box and a list of all Answer Approvers from which they can select person(s) to approve the current Answer.
  • Answer and forward the Question
    This will display an Answer text box, a Comments text box and a list of all Answer Approvers, Answer Authors and Answer Drafters, they can select one or more of these persons to submit their draft Answer for review.
  • Forward the Question
    This will display a Comments text box and a list of all Answer Approvers, Answer Authors and Answer Drafters from which they can select person(s) to forward the Question to.
Answer Approver

When assigned an Answer Approver role an 'Administrator' will be able to answer and/or approve Questions that have been assigned to them. As an 'Administrator', if assigned a Question to answer and/or approve they will see the name of the original Question Author and the User Group. Answer Approvers automatically receive emails advising them each time a Question has been assigned to them and that their action is required. Answer Approvers have access to view all Questions and Answers in the dataroom.

Answer Approvers can perform the following actions:

  • Approve Answer and send to Q&A Administrator
    This will display a Comments text box and allow them to submit an approval to an Answer to the Q&A Administrator.
  • Reject Answer and send to Q&A Administrator
    This will display a Comments text box and allow them to submit a rejection to an Answer to the Q&A Administrator.
  • Answer Question and send to Q&A Administrator
    This will display an Answer text box and a Comments text box for them to submit an Answer to the Q&A Administrator.
  • Answer and forward the Question
    This will display an Answer text box, a Comments text box and a list of all Answer Approvers, Answer Authors and Answer Drafters, they can select one or more of these persons to submit their draft Answer for review.
  • Forward the Question
    This will display a Comments text box and a list of all Answer Approvers, Answer Authors and Answer Drafters from which they can select person(s) to forward the Question to.
Q&A Administrator

When assigned a Q&A Administrator role an 'Administrator' will be able to access all Questions and Answers, all Q&A reports and take any action on any Question or Answer at any time. Q&A Administrators can be assigned Answers to disclose by any Answer Author or Answer Approver. Q&A Administrators automatically receive emails advising them each time a Question and/or Answer has been assigned to them and that their action is required.

Q&A Observer - Full Control

When assigned a Q&A Observer - Full Control role an 'Administrator' will be able to access all Questions and Answers, all Q&A reports and take any action on any Question or Answer at any time. A Q&A Observer - Full Control can perform exactly the same actions as a Q&A Administrator; the key difference is that they are not able to be selected and assigned a Question or Answer by any other dataroom participant. Also, a Q&A Observer - Full Control does not receive any automatic email notifications regarding any Q&A activity.

A Q&A Administrator and a Q&A Observer - Full Control can perform the following actions:

  • Disclose Answer
    This will display an option to choose the appropriate disclosure level. Answers may be disclosed to all dataroom Users or only to the original Question Author and their User Group. Any Answer disclosed to all dataroom Users does not display the name of the Author who originally submitted the Question.
  • Answer Question and disclose the Answer
    This will display an Answer text box containing any existing Answer, an option to attach and secure a file and also an option to choose the appropriate disclosure level.
  • Answer Question and request approval
    This will display an Answer text box, a Comments text box, an option to attach a file and a list of all Answer Approvers from which they can select person(s) to approve their Answer.
  • Request Answer approval
    This will display an Answer text box containing any existing Answer, a Comments text box and a list of all Answer Approvers from which they can select person(s) to approve the current Answer.
  • Answer and forward the Question
    This will display an Answer text box, a Comments text box and a list of all Answer Approvers, Answer Authors and Answer Drafters, they can select one or more of these persons to submit their draft Answer for review.
  • Forward the Question
    This will display a Comments text box and a list of all Answer Approvers, Answer Authors and Answer Drafters from which they can select person(s) to forward the Question to for review.
  • Reject Question
    This will display a Comments text box.
Q&A Observer - View Only

When assigned a Q&A Observer - View Only role, an 'Administrator' will be able to view all Questions and Answers and all Q&A reports but will not be able to take any action on any Question or Answer. They are not able to be selected and assigned a Question or Answer by any other dataroom participant. They do not receive any automatic email notifications regarding any Q&A activity.