You can manage who has access to your deal from the deal overview page or from within a document.
- From Deal Overview Page: Navigate to the “Manage Participants” button and open the participants panel
- From a Document: Navigate to “Participants” panel in the sidebar
Viewing who has access:
The Counterparty team will be listed in the “Counterparty” tab.
All of your teammates will be listed in the “Your Deal Team” tab.
Changing permission and removing teammate deal access:
You can update a teammates permissions by expanding the permissions row (using the arrow on the right), and changing the permission toggles. To remove a teammates access to a deal, click “remove from this deal”
Adding existing teammate to deal:
To add give an existing teammate deal access, select the “Existing Team Members” dropdown and select the teammates who you would like to grant deal access to.
Adding new teammate to deal:
To invite a new user to have deal access, select the “Invite New Team Members” button, input a valid email (or multiple), and set the permissions for each user. The invited emails will be given access to this deal only.