Project Administrators can update the Project Settings. The changes you make to the Project Settings impact all the Data Rooms associated with the project and their users or groups.
General
Update the project owner’s details, contact information, and billing address. The Company Name field populates the “owned by” and “updated at” Data Room sections.
Theme
Default Logo & Color
Theme settings allow users to customize the Data Room’s background color and brand logo. These customizations apply to all Data Rooms associated with the project and the email invitations and notifications sent from the project.
See the Customizing Your Project and Data Rooms article for comprehensive details on customized project branding.
Default Data Room Mode
Modes allow you to quickly customize various feature sets by choosing a default Mode for your project. Each Mode is loosely tied to a unique use case and includes some Mode-specific features. Two modes are available:
- Data Room (Default)
- Secure File Storage
See the Data Room Modes article for more details.
Default Activated Pages
Default Activated Pages allow Administrators to enable or disable the Files or Messages sections when creating a new Data Room. You can only disable one section, not both. You must contact the SRS Acquiom Support Team (support@acquiom.com) to activate a disabled section after creating the Data Room.
Security
The Security Project Settings allow you to configure security settings that apply to all the Data Rooms associated with your project. These changes impact all the users who access any of your Data Rooms.
Two-Factor Authentication
Enforce two-factor authentication to increase security in your Data Room(s). Users can use an Authenticator app or SMS texting for authentication. Click the Enforce Two-Factor Authentication checkbox and click the Save Changes button.
See the Two-Factor Authentication article for comprehensive details.
Sessions
Set the session duration for all Data Room users. User sessions expire after this period and users must sign in again. Select a duration from the Session Timeout drop-down and click the Save Changes button.
Passwords
Enable complex passwords to increase the security of your Data Room(s). Complex passwords offer more security and are less likely to be compromised by force. Enforcing the complex password policy requires users to change their password the next time they log in and provide a password that meets the new password criteria.
Administrators can set the password expiration period. Users are required to change their password after the expiration period. This feature is only available when the Enforce Complex Password Policy feature is enabled. Click the Password Expires In checkbox, select an expiration period from the drop-down, and click the Save Changes button.
See the Enforcing a Complex Password Policy article for comprehensive instructions.
Secure Links
Secure links provide an extra layer of security and are enabled by default. Anyone who receives a secure link can access, download, and print the shared folder contents and files. The most secure method to access Data Room folders and files is to provide the party with user credentials.
Disabling Secure Links removes the ability to generate direct links to folders and files within the Data Room. Click the Disable Secure Links checkbox and click the Save Changes button.
Integrations
Data Rooms leverage product integrations with Google Suites and Microsoft Office to support the document Preview feature, Create feature, and Edit feature. Disabling these integrations removes these features across all your Data Rooms.
Office Online Integration
The Office Online Integrations lets you create and edit Microsoft Excel, PowerPoint, and Word files using Microsoft Office’s Online Editor. You must have a Microsoft Office 365 license and credentials to utilize the Create and Edit features. Users must have a Creator role or greater to access the Create feature. Users must have a Collaborator role or greater to access the Edit feature on files they did not create or upload. Click the Disable Office Online Integration checkbox and click the Save Changes button.
Office Online Previews
The Office Online Previews allow users to preview Microsoft Excel, PowerPoint, and Word files in the native Microsoft Office file format. Disabling this feature forces Microsoft Office files to be displayed as PDFs. Click the Disable Office Online Previews checkbox and click the Save Changes button.