Inviting Team Members

Collaborate with your team by inviting members to your DealView workspace.

How to Invite Team Members

1. Go to Settings → Team Members
2. Click the Invite Member button
3. Enter their email address
4. Select a role (Admin, Member, or Viewer)
5. Click Send Invitation

The invitee receives an email with a link to join your workspace.

Understanding Roles

Admin

Full access to everything:

• Manage team members and roles
• Access billing and subscription
• Configure workspace settings
• Delete contracts and data
• All Member permissions

Member

Standard access for daily work:

• Upload and analyze contracts
• Edit contract metadata
• Create and manage folders
• Generate reports
• View all contracts in workspace

Viewer

Read-only access:

• View contracts and analysis
• Generate and download reports
• Cannot upload, edit, or delete

Managing Pending Invitations

View and manage invitations in Settings → Team Members:

• Pending - Invitation sent, not yet accepted
• Resend - Send the invitation again
• Revoke - Cancel before acceptance

Invitations expire after 7 days. Resend if needed.

Changing User Roles

To change an existing member's role:

1. Go to Settings → Team Members
2. Find the user in the list
3. Click the role dropdown
4. Select the new role
5. Confirm the change

Removing Team Members

To remove someone from your workspace:

1. Go to Settings → Team Members
2. Find the user to remove
3. Click Remove (trash icon)
4. Confirm the removal

Removed users immediately lose access. Their past actions remain in audit logs.

Folder-Level Permissions

On Professional+ plans, restrict access to specific folders:

1. Navigate to the folder
2. Click Settings (gear icon)
3. Select Permissions
4. Add users with specific access levels
5. Save changes

Users without folder access won't see those contracts in their view.

Best Practices

1. Start with Viewer - Give new team members Viewer access initially, upgrade as needed
2. Limit Admins - Only trusted users should have Admin access
3. Use descriptive emails - Corporate emails help identify team members
4. Regular audits - Review team members quarterly, remove departed employees
5. Document roles - Create a team doc explaining who has what access and why

Troubleshooting

Invitation not received?

• Check spam/junk folders
• Verify the email address
• Resend the invitation

User can't see contracts?

• Verify they have Member or Viewer role
• Check folder-level permissions
• Ensure they're in the correct workspace

Can't invite more users?

• You may have reached your plan's user limit
• Upgrade your plan or remove inactive users