Dashboard
Overview of your data room activity.
Recent activity
Last eventsQuick actions
Content
Groups & grants
Grant folder access to investor groups. Subfolders inherit unless overridden.
Access matrix
View = read online · Download = view + download · blank = inherits parent.
Investors
Invite investors and assign each to a group.
| Investor | Group | NDA | Expires | Status | Actions |
|---|
Team & roles
Assign each teammate a role. Content roles can be scoped to a folder subtree.
| Member | Role | Access | Actions |
|---|
New members sign in with their own email via a passwordless link, then open /admin. The last owner can't be removed or demoted.
Analytics
Investor engagement — who's active and what they're drawn to.
Engagement over time
views & downloads / dayTop documents
most viewedViews by group
Document engagement
click a row for page-by-page detail| Document | Views | Viewers | Avg completion | Avg time | Last opened |
|---|
Investor engagement
| Investor | Group | Views | Downloads | Avg completion | Last active | Engagement |
|---|