In the data room, there are three ways to invite users:
- Invite: simultaneous user invitation and new user group creation/configuration. In the Users tab, click the "Invite" button to open the "Invite users" window.
- Create the group: creation and configuration of a new user group. In the Users tab, click the "New group" button, and the window for new group creation will pop up.
- Invite user (to already existing group): user invitation and configuration of their Security settings and Q&A roles. On the Users tab, select a target group and click icon: the "Invite users" window will appear.
Depending on the number of users they can be invited either one by one or using bulk user invitation feature.
Inviting single or several users
Type in one or several email addresses separated with space. Configure the security settings:
- access to data room
Unlimited (the users will have unlimited access to the data room);
Disabled (if you disable the access, the users invited to this group will not receive their invitations until you enable the group);
Till date (the users will have access to the data room til the specified date only).
- sign-in security options
Password only (the users will log in with their username and password);
Password and SMS code (the users will log in with their username, password and SMS code).
To open downloaded Encrypted PDF files, users with Password and SMS verification type will have to confirm their identity with SMS code in addition to login details
- access to the Q&A section
You can add several users at once, just put spaces between the emails.
You can put in the users’ First names, Last names, Companies and Phone numbers using the option “Enter personal details”.
In case you are inviting several users at the same time, you will be able to set Access to Q&A for each user individually.
Additionally, you can select the language of the invitation email and decide whether the users should receive document notifications whenever new files/folders are being uploaded.
Inviting numerous users
- To invite a number of users in bulk, please download the template from the pop-up window.
All target user groups must be created and set up prior to inviting the users via the template.
- Fill in the cells according to the tooltips within the template and upload it using the same pop-up window.
All users will be automatically invited to your data room.