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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:

  1. From the Teams page in the selected Room, click Invite Users from the desired Team's card.

  2. One by one, add the email addresses you want to add to the team. If you want to add more email addresses, use a comma to separate them.

  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. Click Send Invites.

  5. Team's card will show the status for all invited members.

  6. If needed, you can Resend or Delete each individual invitation.

  7. 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.

NOTE:
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.

Read more about team roles and permissions on ProDeal.

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