- Click into each top-level folder (e.g., Quidnet Ventures Fund II) from the left nav, rather than viewing its subfolders. The settings controls (including "Allow viewers") should appear at that level.
- Create three separate top-level folders if you want truly independent permission tiers, one per stage (Introduction, Fund Details, Due Diligence), and move the relevant subfolders into each.
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Hi! Sorry for the frustration - DEX actually has the right idea on the three-top-level-folders approach, but let me clarify where to find those controls.
For the settings gear: When you're in the Files section and click into a top-level folder (not a subfolder), you should see a settings gear to configure permissions. If you're currently viewing the subfolder list inside your existing folder, you won't see it there.
For the paperclip icon: This appears next to the folder name in the top-level folder list, and may only be visible when you hover over the folder name.
For your three-tier setup, here's the practical path:
- Create three new top-level folders (e.g., "Tier 1 - Introduction," "Tier 2 - Fund Details," "Tier 3 - Due Diligence") using the "Add Data Room" option in the Files section
- Move your existing subfolders/files into the appropriate new top-level folders
- Click into each top-level folder and use the settings gear to set the "Allow viewers" permissions independently for each one
- Use the paperclip icon (hover over the folder name) to copy each folder's shareable URL
Your current subfolders (01, 02, 03) all inherit the same permissions from their parent folder, which is why per-subfolder control isn't possible.
If you're still not seeing the gear or paperclip after trying this, it's worth posting a screenshot here so we can take a closer look!
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