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How do I set the appropriate permissions for my Deal Team?

The permission levels available to assign to your Deal team are outlined below. A team member may be assigned more than 1 permission. The permissions apply only to the Deal in which the Deal team is associated with.

PermissionAbility
View
  • View Deals and Documents
    • By default all teammates have this permission and it cannot be removed
Edit
  • Edit the content of the Document (in the form of suggestions
Comment
  • Create and reply to comments (both private and public) inside of Documents
Sign
  • Sign agreements on behalf of the Team in PropDocs
Admin
  • Invite new teammates and update existing teammate permissions
    • By default this is given to the invited tenant and cannot be removed. You cannot designated a second admin on a team

 

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