To add a colleague as a User to your Team:
1. Enter the Teams page for the desired room:
• From the dashboard: for the selected room, click the 3 dot menu and then Teams.
• From your room's checklist: click Teams from the left-hand sidebar in your room.
On the Teams page, click INVITE USERS for the desired Team.
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 them, please remove them 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 for that specific person and send it to them.
Click here for more information about Invite Link
If needed, you can Resend or Delete each individual invitation.
When the invited person clicks the Invite link, it will redirect them to the ProDeal Account Creation page.
On the Teams page, you can check the status of all invited members: last seen and if the invite is still pending. You can also set a notification for the room to get notified when your invitee opens the room for the first time. If needed, you can Resend or Delete each individual invitation.
Users new to ProDeal will receive an email invitation to create an account to access the room while existing users will have the room appear in their Dashboard. Existing users will also get an email notification informing them they have been added to your room.