How do I grant someone admin access?
There are three different ways to grant someone admin access:
Invite them if they haven't already been invited to the administrator group
Change their position in another group to the administrator group
Grant them pipeline access
Go to the Permissions tab at the top.
Click the blue Add member 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 Submit.
They will receive an invitation in their inbox in a few minutes.
Tip: If the invitee doesn't find the invitation in their inbox, advise them to check their spam folder.
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.
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.
Click Save.
Tip: Giving someone pipeline access as an admin would give them access to everything on the platform.
By following these steps, you can grant admin access to individuals in DealRoom. If you have any further questions or need assistance, please reach out to our support team.
How do I set permissions?
The person I invited did not receive their invitation. What do I do?
How do I add members to my room?
Room Admin Access
Invite them if they haven't already been invited to the administrator group
Change their position in another group to the administrator group
Grant them pipeline access
To invite someone to the administrator group, follow these steps:
Go to the Permissions tab at the top.
Click the blue Add member 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 Submit.
They will receive an invitation in their inbox in a few minutes.
Tip: If the invitee doesn't find the invitation in their inbox, advise them to check their spam folder.
To change someone 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.
How to Grant Someone 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.
Click Save.
Tip: Giving someone pipeline access as an admin would give them access to everything on the platform.
By following these steps, you can grant admin access to individuals in DealRoom. If you have any further questions or need assistance, please reach out to our support team.
Relevant Articles:
How do I set permissions?
The person I invited did not receive their invitation. What do I do?
How do I add members to my room?
Updated on: 29/08/2023
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