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How do I invite internal team members?

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

  1. Navigate to the “Members” 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.


If an invited teammate has yet to respond, you can cancel or resend the invitation by navigating to the teammate in the team table, expanding their permission row and clicking resend or cancel invitation.


Note: You can also invite users to a specific deal by navigating to the “Manage Participants” – “Your Deal Team” in the Deal Overview page.