How Do I Create Internal & External Due Diligence Permissions?

Internal and external permission functionality has been designed within the Due Diligence module.

Internal permissions allow, for example, only the HR team to see HR Request Items and the Legal team to see Legal Request Items.

External permissions allow an Administrator within the Target Portal to assign those Request Items to different members of their team and set up permissions accordingly.

For a complete overview of the Due Diligence workflow as it relates to permissions, please view the Spring 2021.R0 Release video .