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How do I manage teammate access to a deal?

To manage who has access to a particular deal, navigate to the Deal Team from the Deal Overview Page.

Viewing who has access:

All teammates listed in the table have access to the deal and permissions according to their team level permissions

Removing teammate deal access:

To remove a teammates access to a deal, expand their permissions in the table and click the “Remove Team Member from this deal” button

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 and inout a valid email (or multiple) in the confirmation screen. The invited emails will be given access to this deal only.

 

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