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How do I invite internal team members?

You can invite someone to your entire team through the “Teams” page.

  1. Navigate to the “Team” page in the side navigation, and click on the “Add team member” button.



  2. Enter the email invitees email, set their permissions, and specify their Deal(s) access.

 

Note: You can also invite users to a specific deal by navigating to the “Deal Team” sub-page for your deal.

Next How do I manage team member permissions?