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Seeking folder-level permissions in Hub to gate supplemental data room access.

Community Member
Is there a way to manage folder permissions for a small data room in Hub?  

For example, I have one folder "Fund Overview" with the LP presentation, ExecSum and FAQs. Then I could have a separate folder(s) for a more detailed data room supplement. But I only grant access to that second folder for serious investors who ask for it. 

I could create two separate data rooms that both contain "Fund Overview" (either with or without the supplemental folders), but then I have to update versions across 2 separate "Fund Overview" folders manually to keep them in sync. This could be managed by instead creating a hyperlink in the detailed data room that goes back to the "Fund Overview" folder.

I'm not sure what the best way to do this is inside the Hub data room. Any guidance is appreciated. Thanks 
2 replies
Community Member
Hey Mike, you're not missing anything here.

We do permissions on the data room as a whole, not individual folders, to keep it simple.

Managing 2 data rooms is the only way to do this, so you will need to update files in 2 places when you update them to newest versions.

We're in some internal discussions around how we can utilize AI agents to handle this best, but nothing solid from that yet. Note you can manage files and data rooms via an agent, which could be at least be a lighter lift

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