How to add Admin to the Dataroom?

How to add Admin to the Dataroom?

The admins group is a default group on the data room. To add Admins you need to follow the below steps;

  • Navigate to the 'Users & Permissions' module on the data room.

  • Click on the option '+ Admin' you will be directed to the Manage administrators group > Manage members option.

  • Locate the 'Add new member' option and enter the First Name, Last Name and the Email id of the member in the given fields and click on the 'Add member' tab you can also select the members from your created contact list.

  • Scroll the page and check if the inputs done are correct and then click on 'Review invite' tab, a dialogue box will appear where you will find a default message that will be sent with the invitation link. You can further customize messages as per your requirement.

  • Once done, click on the 'Send Invite' tab.

By clicking on the 'Manage Members' segment you can select the Primary Contact on the dataroom. Unwanted members can also be deleted from the list.

The member receives a mail with a one time usable link to accept invitation and create his own unique password.

Once the password is created, he can login from our website

Contact if you need any further assistance.