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

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.



A pop-up window will appear. Enter the emails of the people you would like to add and select which room and permission group. Optionally, you can check the box to add them as an administrator.



Click Submit.

Adding members inside the room

From the room’s interface, navigate to the Permissions tab at the top.
Click the blue Add Member button.



A pop-up window will appear, prompting you to add members. Enter the email addresses of the people you want to invite. You can separate multiple email addresses with commas or copy and paste as many as you’d like.



Select which group you’d like to add them to.
If desired, you can customize the invitation message to provide additional context or instructions for the invited members.
Double-check the email addresses and message before proceeding to ensure accuracy.
Click the Submit button.

That's it! You have successfully invited members to your DealRoom. They will receive an email invitation with instructions on how to join the room.

How to Add Members to Your Room

Relevant Articles:

The person I invited did not receive their invitation. What do I do?
How do I set permissions?

Updated on: 13/09/2023