How Do I Notify Users of New Documents Without Giving Request Access?

As a data room administrator, you may want users to see when new documents are added without letting them manage requests. This keeps everyone informed while you stay in control. To do this, you’ll adjust permissions and pick the right notification option when uploading documents. In this article we'll review how to:

1. Restrict Request Management for Users
2. Notify User Group When Uploading a New Document

The process involves two key steps: adjusting permissions and selecting the correct notification option during upload.

Step 1: Restrict Request Management for Users

1. Navigate to the Permissions tab in your room’s settings.
2. Select the permission group assigned to your users.
3. Click the Requests tab within that group’s settings.
4. Scroll to the Request management section and uncheck the box next to: Manage request details, post private comments, and assign or be assigned as a reviewer, assignee, or follower.

Step 2: Notify the User Group on Upload

1. Notify the user group: During the document upload process, check the option to notify the user group.
2. Automatic alerts with restricted access: This sends an automatic email or notification to all desired groups, letting them know about the new document while keeping request management restricted, regardless of their notification settings.

If you have questions or need additional support reach out to our support team via the in-platform chat or email us at support@dealroom.net.

Relevant Articles

• How do I set permissions and add users?
• How do I upload documents?

Updated on: 16/09/2025