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How to assign a Solicitor to a Dataroom

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WP Property Drive – A full-featured property management plugin

As an admin, head over to the Users section, select a user and scroll down to the Property Drive Roles, Capabilities & Linked Assets section. Select the “Solicitor” custom user role from the dropdown and assign a property to the respective user.

Property Drive Roles, Capabilities & Linked Assets

When the Solicitor has been assigned to the property, head over to Property Drive -> Integrations & Modules -> Datarooms and upload as many documents as you want to the Solicitor’s assigned property.

Datarooms Settings

The Solicitor will then be able to see all uploaded documents in their Account section.

Solicitor Dataroom Settings
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