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Getting Started: Frequently Asked Questions

Getting Started: Frequently Asked Questions

A comprehensive FAQs for new users and org admins
Ian Group avatar
Written by Ian Group
Updated over a week ago

Your colleagues, clients or counterparties might have questions. Here are the answers:

  • How do I create an account?
  • I can’t remember my password. How do I reset it?
  • How do I invite someone to ProDeal?
  • How do I turn off a user’s account?
  • How do I deactivate or delete a room?
  • How do I export a report of all rooms?
  • How do I add/edit/remove custom attributes for the room details page?
  • How do I upload documents?
  • How do I download document?
  • How do I set up Multi-Factor Authentication?

Technical Questions (these may come from colleagues or counterparties/clients)

  • I can’t open/view a document
  • I’m having trouble uploading documents
  • I’m having trouble downloading documents
  • I’m having trouble logging into ProDeal
  • Why can’t I create a new team in my room?
  • Which internet browsers work best with ProDeal?
  • I’m not getting emails from ProDeal
  • ProDeal emails are going to my spam folder
  • I’m having issues with Multi-Factor Authentication

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