Assigning Responsibilities

After you are done creating your deal and selecting/uploading the M&A playbook, you can start assigning responsibilities to your team members.

Be Sure to Read These Articles First:

Assigning Users to Deal:

After adding your team members to the MergerWare platform, you can start assigning them to deals
Click on the ‘Assignment’ menu in the deal toolbar and select ‘Assign User’
You can select multiple users at a time to assign them to the deal. You can also select their role in thedeal or simply select ‘Blocked’ if you still haven’t decided which role/permissions you would like to give them
Note that a users role in a deal is different from their global role in the platform

Assigning Users to Working Groups:

Under the ‘Assignment’ menu, select ‘Assign to Working Group’
On the right, you will find a list of the users who have been assigned to this deal. If you can’t see a specific user, go back ‘Assign User’ and make sure you added this user to the deal
You can choose from the list of Working Groups at the top. These are the Working Groups that you’ve created in Working Group Management.
You can select multiple users to be assigned at the same time to a working group
Note that the users you assign to the deal are assigned to all the gates of this deal, but working group assignment is per gate. Meaning that every time you create a new gate, you have to reassign users to the working groups of this gate

Assigning Users and Working Groups to Levels Under Deal:

You can assign users or working groups to stream groups, streams, task groups and tasks
You can do that using ‘Assign Users/Working Group’ in the right pane
Note that when you make an assignment on a higher level, it is automatically cascaded to all lower levels. So if you want to give users access to specific tasks, you should make the assignment on the task-level, not the task group level
The permissions that users will get are based on their deal role and the permissions you give to each role in Roles and Permissions
If you want a specific user to be responsible for a stream group, stream, task group or task, you can do that in the ‘Assign User’ and ‘Working Group’ window by clicking on Responsible
This will make the set of tasks that this user is responsible for appear in their Dashboard under ‘My Tasks’