Articles on: Rooms

How do I control who can upload files, and where they upload them?

Controlling user upload permissions is key to keeping your workspace secure, organized, and efficient. Without proper settings, users can upload sensitive files to the wrong place, create clutter, or exceed storage limits. By managing who can upload and where, you protect data, reduce risk, and keep collaboration on track. In this article, we'll review how to set upload permissions effectively.

What permission levels allow file uploads?

There are three permission sets that allow users to upload files to a Data Room:

Pipeline Admin: Has full access across the entire platform, including all project and data rooms.
Room Admin: Can manage every aspect of a specific data room, including uploading files.
Edit (Full Access): Can upload, move, overwrite, delete, rename files and folders, and edit the index. Admins can still restrict access to specific files or folders if needed.

How do I set permission to upload a file?

If you're a Pipeline Admin or Room Admin, no action is needed, you already have upload rights across the platform or room. If you need guidance in granting someone admin permissions, reference this article: How do I grant someone admin access?

To give someone Edit (upload) permission:

Go to the room where you want to assign permissions and open the Permissions tab from the top navigation.

Select a group to assign the permission. (All users must belong to a group—even individuals.)

In the Data Room tab (secondary navigation), refer to the permission key. The Edit permission is represented by a notepad with a pencil.

To grant full editing access across the entire folder structure, click the top-level icon above the folders.

To give access to specific folders or subfolders only, adjust icons individually based on the key. In the example pictured below, the Legal team has limited access to three subfolders, preventing them from uploading:

IP Registrations: View-only access
IP Contracts: Download access with watermark
IP Litigation: Download original file (no watermark)

Note: The orange icon means a folder’s permissions are different from the top-level permissions. This usually happens when custom permissions are set on that folder instead of using the defaults.

Note: When you select the Edit icon, all icons will appear activated (blue). This indicates the group has full access to that folder.

If you have any questions reach out via the in-platform chat, or email us at support@dealroom.net. We're here to help!

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Updated on: 29/07/2025

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