How do I reset a password? Where is the login page? How do I bulk download? Is there a table of contents?

Hiding folders and documents from users

Hiding folders from users

On migrated projects

  1. In Firmex, click Documents.
  2. On the left side of the Documents page, right-click the folder you want to hide and select Set Permission.
  3. Click the By User tab.
  4. Find the user from whom you want to hide the folder. Change the user's Content Role to No Access from the Content Role pull-down next to the user's name. 
  5. Click Apply to Folder to apply the change to the selected folder, or Apply to Folder & Subfolders for the change to apply to the selected folder and all of its subfolders. 

On new projects

On new Firmex projects, you can hide folders from groups, rather than individual users. You may create a new group, move users to the new group, and then hide the folder from the newly created group using the steps below:

  1. In Firmex, click Documents.
  2. On the left side of the Documents page, right-click the folder you want to hide and select Set Permission.
  3. Find the group from whom you want to hide the folder. Change the group's Content Role to No Access from the Content Role pull-down next to the group's name. 
  4. Click Apply to Folder to apply the change to the selected folder, or Apply to Folder & Subfolders for the change to apply to the selected folder and all of its subfolders. 

Hiding documents from users

On migrated projects

  1. In Firmex, click Documents.
  2. Right-click the document you want to hide and select Set Permission.
  3. Click the By User tab.
  4. Find the user from whom you want to hide the document. Change the user's Content Role to No Access from the Content Role pull-down next to the user's name. 
  5. Click Apply to Document.

On new projects

Only folders may be hidden from users on new Firmex projects. To hide a document in a folder, move the document you want to hide to another folder, and hide the folder, as described in (Hiding folders from users > On new projects) above.

Start a new deal within hours, not days.

We start 10,000+ new data rooms a year for over 100,000 dealmakers.

Get Started