Adding / Inviting Users to a Team
From the dashboard: for the selected room, click the 3-dot menu and then Teams, or from your room: click Teams from the left-hand sidebar in your room.
Visiting Teams page via Dashboard
Visiting the Teams page in the Room
Click + Invite Users from the desired Team's card.
Add the email addresses you want to add to the team (one by one, or simply copy-paste a list of emails separated with a ",").
Check all the emails you've added - in case you need to edit, please remove it and add the correct email address again.
On the Email Invitation Note. You can send a custom email note when sending an email invite, you can edit the default invitation note if needed.
Click here for more information about Email Invitation Note
Click Send Email Invite if you want to send only the email invite.
Click the drop-down menu next to Send Email Invite if you want to Create Invite Link. The System will generate an invitation link, which will be copied to your clipboard and ready to send directly to the invitee to have them set up their account and access the ProDeal room.
Note: Once you have clicked the Create Invite Link button, ProDeal will not send an email invite, you will need to send the invite link directly to the person you invited.
The team's card will show the status of all invited members. If the status of the invitee is still pending, you can always copy the invite link, click the Link icon to copy the invite link of that specific person and send it to them.
Click here for more information about Invite Links on ProDeal
If needed, you can Resend or Delete each individual invitation.
Removing Users from the Team
From the dashboard: for the selected room, click the 3-dot menu and then Teams, or from your room: click Teams from the left-hand sidebar in your room.
On the Teams page, locate the Team and click to open the Team's card.
Locate the User you want to remove, and click the 3-dot menu.
Click Remove User.
💡 ProTip: Need to create a new team with all the members from an existing one?
Locate the existing team on the Teams page, click 3 dot menu or more button, and then Copy user's work emails. Paste the email list in step 3. Described above.