MassDraft is designed to facilitate seamless collaboration on deals, enabling teams to work together efficiently while generating documents in bulk simultaneously. This article will walk you through how to share and manage access to deals in MassDraft.
Understanding Deal Access in MassDraft
MassDraft allows users to grant access to other team members or groups, ensuring the right people can view, edit, and manage deals collaboratively.
Granting Access to Users
To add a user to a deal:
Navigate to the 'Deal Access' section
Click on "Users"
Choose your colleagues from the list (Note: You will only see users who share a group with you)
Click "Save" to confirm
Granting Access to Groups
For streamlined collaboration, you can provide access to an entire user group:
Click on "Groups"
Choose the relevant group (Note: You can only select groups you are an admin of)
Click "Save"
Managing Access
To add more users, repeat the above steps.
To remove a user or group, go to the access section, deselect them, and save changes.
Best Practices for Collaborative Work in MassDraft
Keep groups organised: Use groups to streamline access management.
Regularly update access: Remove users who no longer need access to maintain security.
By following these steps, you can ensure smooth collaboration on deals in MassDraft, keeping your documents and workflows organised while maintaining control over access permissions.