How do I add members to my room?
Note: Only admins can invite people to a room.
There are 2 ways to add members to a room:
Add members from the People tab
Add members from inside the room
As an admin, select the People tab from the left menu.
In the upper-right corner, click New Person.
This will open the "Add person" modal window on the right side of the screen. In the "Emails" field, enter the email address of the person you wish to add. You also have the option to add people from a pre-existing group by clicking the "Add from group" button.
In the "Select rooms" section, use the search bar to find the specific project room(s) you want to grant the new person access to. Click on the desired project room/s.
Once a room is selected, a dropdown menu will appear allowing you to choose the appropriate "Permission Group" for the new person within that room. Select the appropriate group.
In the "Message" field, you can enter an optional message that will be sent to the invitee along with the invitation to join the DealRoom.
After entering the email, selecting the rooms and permission groups, and adding an optional message, click the "Next" button.
The new person will receive an invitation to join the DealRoom and will be granted access to the selected project rooms based on the assigned permission groups.
Once in the room, click on the "Permissions" tab in the top menu.
Locate and click the "Invite user" button. This will open the "Invite user" modal window on the right side of the screen.
In the "Emails" field, enter the email address/es of the persons you wish to invite to the project. You also have the option to add people from a pre-existing group by clicking the "Add from other room" button (if available).
In the "Permission group" dropdown menu, select the permission group you want to assign to the new user.
In the "Message" field, you can enter an optional message that will be sent to the invitee along with the invitation to join the DealRoom.
After entering the email, selecting the permission group, and adding an optional message, click the "Invite user" button.
That's it! The new user will receive an invitation to join the DealRoom and will be granted access to the room with the permissions defined by the selected Permission Group.
The person I invited did not receive their invitation. What do I do?
How do I set permissions?
There are 2 ways to add members to a room:
Add members from the People tab
Add members from inside the room
Adding members from the People tab
As an admin, select the People tab from the left menu.
In the upper-right corner, click New Person.
This will open the "Add person" modal window on the right side of the screen. In the "Emails" field, enter the email address of the person you wish to add. You also have the option to add people from a pre-existing group by clicking the "Add from group" button.
In the "Select rooms" section, use the search bar to find the specific project room(s) you want to grant the new person access to. Click on the desired project room/s.
Once a room is selected, a dropdown menu will appear allowing you to choose the appropriate "Permission Group" for the new person within that room. Select the appropriate group.
In the "Message" field, you can enter an optional message that will be sent to the invitee along with the invitation to join the DealRoom.
After entering the email, selecting the rooms and permission groups, and adding an optional message, click the "Next" button.
The new person will receive an invitation to join the DealRoom and will be granted access to the selected project rooms based on the assigned permission groups.
Adding members inside the room
Once in the room, click on the "Permissions" tab in the top menu.
Locate and click the "Invite user" button. This will open the "Invite user" modal window on the right side of the screen.
In the "Emails" field, enter the email address/es of the persons you wish to invite to the project. You also have the option to add people from a pre-existing group by clicking the "Add from other room" button (if available).
In the "Permission group" dropdown menu, select the permission group you want to assign to the new user.
In the "Message" field, you can enter an optional message that will be sent to the invitee along with the invitation to join the DealRoom.
After entering the email, selecting the permission group, and adding an optional message, click the "Invite user" button.
That's it! The new user will receive an invitation to join the DealRoom and will be granted access to the room with the permissions defined by the selected Permission Group.
Relevant Articles:
The person I invited did not receive their invitation. What do I do?
How do I set permissions?
Updated on: 27/02/2025
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