How do I grant someone admin access?
Room Admin Access
There are three different ways to grant someone admin access:
- Invite them to the administrator group
- Change their position in another group to the administrator group
- Grant them pipeline access
Invite user to the administrator group
- Click the room and navigate to the Permissions tab at the top.
- Click the blue Invite user button.
- Enter the email address of the person you want to invite.
- From the Permission Group dropdown menu, select "Administrator" or the group you have designated as having admin permissions.
- Click the blue Invite user button.
They will receive an invitation in their inbox in a few minutes.
Change user from another group to an administrator
- Go to the Permissions tab at the top.
- Select the group the person is currently a member of from the left menu (e.g., banker group).
- Use the search bar to find the person's name within the group.
- In the Group column on the far right, select the dropdown menu and choose "Administrator" or the group you have assigned admin permissions.
- They will now be an administrator and have admin access.
Grant User Pipeline Access
- Select the Settings tab from the left menu.
- Select Pipeline Access from the top.
- Click the blue Invite Member button.
- From the pop-up window, enter in their email and select their permission group. When necessary, select whether the user will be able to see and access your organization's reports.
- Click Create.
If you have any questions about inviting users, changing their group roles, or managing pipeline access, please don't hesitate to reach out to our support team via in-platform chat or at support@dealroom.net.
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Updated on: 29/06/2025
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