Settings
Owners and editors can manage a Dataroom by clicking on the Settings button in the Dataroom.
Files
Upload files to the Dataroom by clicking on the Upload Files button.
Uploading Files
Either drag and drop files from your computer onto the settings page or click `Upload Files` to select files from your computer.
After processing, the files will be listed in the Dataroom.
Moving Files to Another Dataroom
Owners and Editors can move a file to a different Dataroom they have access to. Moving a file removes it from the original Dataroom and re-indexes it in the target Dataroom; future retrieval will use the target Dataroom only.
Moving a File to Another Dataroom
Navigate to the source Dataroom and open `Settings` > `Files`.
Locate the file you want to move and click the `Move` action (ellipsis menu if not directly visible).
Select the target Dataroom from the list. Only Datarooms where you are `Owner` or `Editor` are selectable.
Confirm the move in the dialog.
After processing, the file appears in the target Dataroom and is removed from the original; its contents become available for retrieval there.
Websites
Add websites to the Dataroom by clicking on the Add Website button.
Adding Websites
Enter a valid URL like `https://www.example.com` in the url field.
Enter a descriptive name for the website in the name field.
Choose if subpages like `https://www.example.com/subpage` should be included.
After processing, the website will be listed in the Dataroom.
Model Selection
Select the language model that should be used to answer questions in the Dataroom. Each user that has access to the Dataroom can select a language model that you make available.
Adding Models
Click on the `Add Model` button
Search for the large language model you want to add.
(Optional) Enable the inheritance option (`Apply to all subdatarooms`) to make this model available in all immediate and nested subdatarooms.
Click on the `Add` button to add the language model to the Dataroom.
After processing, the language model will be available for selection in the Dataroom.
Removing Models
Click on the `Remove` button next to the large language model you want to remove.
(Optional) If inheritance was previously applied, choose whether removal should also propagate to all subdatarooms.
After processing, the language model will not be available in the Dataroom.
User Access Management
Manage which users have access to the Dataroom by navigating to the Manage Access section of the settings page.
Adding Users
Click on the `Add User` button.
Search for the user you want to add. You can search by email address or name.
Assuming you have the necessary access rights, you can also add users that are not yet registered in the system.
Choose the role of the user. The role can be `Owner`, `Editor` or `Viewer`.
(Optional) Click `Inherit to all subdatarooms` to automatically grant the same access role in all existing subdatarooms.
Click on the `Add` button to add the user to the Dataroom.
After processing, the user will have access to the Dataroom
Changing User Roles
Change the role of a user by selecting the role from the dropdown menu next to the user.
(Optional) If the user's access is inherited, choose whether the role change should propagate to all subdatarooms.
After processing, the user will have the new role in the Dataroom.
Removing Users
Click on the `Remove` button next to the user you want to remove.
(Optional) If the user's access was inherited, choose whether removal should also apply to all subdatarooms.
After processing, the user will not have access to the Dataroom.
Renaming a Dataroom
Renaming a Dataroom
Navigating to the Dataroom Name section of the settings page
Enter a new name for the Dataroom
Click on the `Save` button to save the new name
Deleting a Dataroom
Deleting a Dataroom
Navigate to the `Delete Dataroom` section of the settings page
Click on the `Delete Dataroom` button
Confirm the deletion by clicking on the `Delete` button in the confirmation dialog