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data-roomVideo guide

Invite someone to your data room

Inviting someone to your data room is super easy!

To invite someone to your data room simply:

  1. Go to your Data Room List and click on the key symbol next to your data room [OR] open the data room, click “Options” and click “Access permissions”
  2. Click “Add / invite users”
  3. To invite an existing user: Select from the dropdown under “Invite existing user”
  4. To invite a new user: Select “Create user” and fill in the form
  5. If you want to grant edit access to the invited users: select the tick box under “Can’t edit?”
  6. Once everything is ready to go, select “Send invites”

Your invited users will receive emails notifying them they’ve been invited and will be able to now access your data room!

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