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How do I add colleagues, partners or counterparties to the Room?
How do I add colleagues, partners or counterparties to the Room?

Adding new users to your Room(s)

Vincent Alfieri avatar
Written by Vincent Alfieri
Updated over a week ago

To add someone as a User to a Team in the Room:

Go to Teams Page, 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.

  1. Click + Invite Users from the desired Team's card.

  2. 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 ",").

  3. Check all the emails you've added - in case you need to edit, please remove it and add the correct email address again.

  4. 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

  5. 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.

    Note: The invite links are always available to copy until the invited person created their ProDeal account.

  6. The team's card will show the status of all invited members. You can copy the invite link by clicking the Link icon If needed, you can Resend or Delete each individual invitation.

  7. Click the 3 dot menu or more button if you want to edit the team, copy the user's work emails, or delete the team.

Users new to ProDeal will receive an email invitation to create an account to access the room while existing users will also have the room appear in their Dashboard.

💡 Host Admins can add users to ALL teams and create teams.
Admins can add users to their team, all Guest, Restricted Guest, and View Only teams.
Guests can only add users to their own team.

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