Admin & Site Manager Guide

🔐 Note: Only Administrators or users in the SITE_CREATORS group can create a site.

🏗️ Creating a Site

1. Click Sites in the top menu and choose Create Site.
2. Enter a name for your site. (The name can be changed later, but the URL will stay the same.)
3. Make sure Private is selected and Social is unticked.
4. After creating the site, you can edit settings like watermarking and site terms anytime:

• Click the gear icon (top right) > Edit Site Details.

🎨 Customising a Site

Go to ⚙️ Gear icon > Customise Site (top right under the search bar).

🎭 Change Theme

• Select a new theme from the dropdown under Site Theme, then click OK.

🧱 Add/Remove Site Pages

• Drag icons from Available Site Pages into Current Site Pages to add.
• Drag them out of Current Site Pages to remove.
• Click OK to confirm changes.

📂 Uploading & Downloading Documents

💡 Tip: Prefix folders/files with numbers (e.g., 01_, 02_) for logical ordering.

⬆️ Uploading

• Drag & Drop files into the Document Library (folders are not supported).
• Upload ZIP Archives (max 250MB): Drag to the screen, then go to More > Extract.
• WebDAV Tools (e.g., GoodSync): Useful for syncing or uploading large data sets.

⬇️ Downloading

• Hover over a document and click the Download icon.
• Select multiple files > Selected Items > Compress and download.
• Use WebDAV tools for large-scale downloads.

✏️ Renaming

• Hover over any file/folder, click the pencil icon, edit, then click Save.

🔒 Redacting Documents

1. Open a document in the Previewer.
2. Click Edit (top-right).
3. Choose your redaction method:

• • Manual Highlight (Text or Area)
  • Search Redaction (Text, Preset, or Regex)

🧭 Managing Folder & File Permissions

1. Click the gear icon > Folder Permissions.
2. Use the overview matrix to adjust access by user/group/role.
3. Changes cascade to subfolders unless overridden.

⚠️ Best Practice: Avoid file-level permissions when possible. Stick to folder-level control.

👥 Inviting Users to a Site

Suggested Roles for External Users:

• Consumer View Only: Preview only.
• Consumer PDF Print: Download watermarked PDF.
• Consumer: Download original and PDF versions.

Steps to Invite:

1. Click Invite Users (right side of screen).
2. Use Search for existing users or External for new ones.
3. Assign role & groups.
4. Click Invite.

🚫 Removing Users from a Site

1. Go to Members page.
2. Search for the user.
3. Click Remove (right side).

To reinstate:

• Go to Invite Users > Search for People, then re-add and assign a role.

❓ Q&A Module

Let bidders ask and receive answers within the data room.

Common Q&A Controls:

• Ask on Behalf: QA Admins can submit on behalf of a bidder.
• Broadcast Q&A: Mark questions as FAQ for visibility to all bidder groups.
• Granular Ask Rights: Allow specific users in bidder groups to ask.

Configuration

• Go to Questions & Answers > Configure.
• Set Default Assignee for all new questions.
• Add/remove members in QA Admins or Bidder Groups.
• Assign "Ask" rights where needed.

Managing Questions

• Use Save Draft to prepare answers for internal review.
• Choose reply status: Answered, Answered & Locked, or Open.
• Attach file references and tag questions (e.g., Legal, Financial).
• Lock/Remove questions with the Reply/Delete buttons.
• Filter, Export, and Print via the sidebar or top-right menu.

⚠️ *Only QA Admins and assigned users can reply to questions.*

🗂️ Site Index

A visual overview of your folder structure:

• Shows % and number of files inside each folder.
• Click folder names to jump into them.
• Print/Download the full index for local use.

📊 Reporting

Track site activity:

• See time spent, document views, and actions like "Read".
• Drill down into subfolders.
• Filter by date range.
• Print or export reports as needed.

💬 Need Support?

Email us anytime: [support@projectfusion.com]()

We’re here to help with setup, permissions, Q&A, and more!

Updated on: 07/07/2025