Articles on: Rooms

Why Can’t I See Certain Requests or Findings in DealRoom?

Having trouble locating a request or findings in DealRoom? It’s often a permissions issue and usually a quick fix. In this article, we’ll walk through common causes and how to work with an admin to restore visibility.

Why Can't I See Requests or Findings?

If you can’t see specific requests or findings, it’s likely because your user group’s permissions don’t grant access to them.

What to Do If You Can't See Requests or Findings

If you can’t view a specific request or finding, it’s likely a permissions issue.

Reach out to your Room Admin — they manage user access. Just let them know what you’re trying to view.
Not sure who your admin is? Contact DealRoom Support and we’ll loop in the right person to help get it sorted.

How Administrators Manage Permissions

If you’re an admin, you have full control over what each user group can see and do. To adjust a user’s access to requests or findings, follow the steps outlined below:

Setting Permissions for Requests and Findings:

Navigate to the Permissions Tab: From the top menu, click on Permissions.
Select the User Group: On the left-hand panel, choose the specific Permission Group you want to modify.

Request Visibility

To control which requests a group can see:

Click on the Requests within the selected group's permissions.
Here, you can select/deselect specific worklists to make them visible or hidden for that group.

Below this section, you'll find more granular controls for Request management, allowing you to set permissions for managing details, creating worklists, deleting requests, and accessing dates.

Findings Visibility

To make the Findings tab and associated findings visible for a group:

Click on the "Findings" tab within the selected group's permissions.
Check the "Allow members to:" box to enable access to create new findings, view the Findings tab, and access findings relevant to their group's requests/worklists.

If you're an admin and can't find a finding, it's likely untied (not linked to a request). Reference this article for how to locate it: How do I use Findings?

By understanding these permission settings, administrators can effectively manage access and visibility, ensuring the right information is available to the right people on DealRoom.

For any questions or issues, contact our support team via the in-platform chat or email support@dealroom.net today. We're here to help.

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Updated on: 22/07/2025

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