Adding new data room members

To be able to create groups, a data room must first have members. Invited members do not have to be registered members of the organization unless defined at organizational level.

Only Data room managers, or those assigned Manage team room members permission, can undertake this task.

1. Go to the navigation bar in your data room and select Members and groups.

2. Go to the Members tab and select Add member.

3. Insert the email address of the invitee and select the enter key on your keyboard, or select from a presented list.

   Note

   • You can invite more than one user at a time, but no more than your data room licenses will allow.

   • You will not be able to invite users from outside the organization if your organization administrator has applied a setting that restricts invites to organization users only.

4. Select the groups and permissions you wish to assign. For more information, see About data room and item permissions.

5. (Optional) Add an optional personal message in the free-type space and select Include signature.

6. Select Confirm to send the invite.

A user invitation summary will appear confirming the invite has been successfully sent. Select Close.

The new member appears in Members tab .