Scribd
Upload
119 views3 pages

Deal Cloud Group Set Up

Deal Cloud Group Set up can be configured with different capabilities including data access permissions, integration with office tools like Excel and Outlook, and administration settings for user management, email configuration, and mobile app access. There are currently various user groups in the Deal Cloud system with different access levels, such as Admin, Co-Investments, Deal Team Approvers, Investment Accounting, and Primaries.

Uploaded by

Kartik Soni
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
119 views3 pages

Deal Cloud Group Set Up

Deal Cloud Group Set up can be configured with different capabilities including data access permissions, integration with office tools like Excel and Outlook, and administration settings for user management, email configuration, and mobile app access. There are currently various user groups in the Deal Cloud system with different access levels, such as Admin, Co-Investments, Deal Team Approvers, Investment Accounting, and Primaries.

Uploaded by

Kartik Soni
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
You are on page 1/ 3

Deal Cloud Group Set up :

Deal cloud group can be configured with different capabilities in terms of following:

1. Data Access-Read /Expert/Write

2. Add Ins- Excel/Word/Outlook

3. Administrations – User/List/email /Dashboard configuration/Mobile app access etc

Please refer below screen shots for more details on available options
Currently we have following groups in Deal cloud:

User Group(s)
Admin
Admin EA
API
Assistants
Cash Manager
Co-Investments
Coverage
Coverage Delete Access
Deal Team Approvers
Deal Team Pre-Approvers
DealCloud Admin
IA 2
IA Managers
Inactive Users
Investment Accounting
IR
IR Delete Access
Julian Test Group
Knowledge Management / IT
Legal
Mailchimp
Management
Merge Rights
Partnership
Platform Manager
Portfolio & Risk
Primaries
Secondaries
xCalPERS DEMO

You might also like