As a Deal Manager, you can grant Deal Manager access in your own group to other users by following these steps:
- Log into the Dataroom.
- Click on the "Users" tab.
- Expand the "Deal Manager" category/role.
- Click on the "Deal Manager" group.
- Click on the "Add User" icon.
- Enter the email address of the user.
- Click on “Activate.”
- Ensure that both checkboxes, "Send room invite email" and "Send user account email notification," are checked.
- Click on "Save."
These steps will allow you to successfully grant Deal Manager access to other users. Should you need to add Deal Managers into a different group as yours, please refer to the “Creating & Managing Groups” article (link on the right panel).
If you encounter any issues or need further assistance, please contact the support team.
