InformationBodyBefore adding your colleagues to your deal team, invite them to your Datasite account in the Admin Console. How to add members to a deal team: 1 Navigate to Deal Team in the left navigation pane. 2 Click Add Team Members. 3 Click into the Add members field. A list populates with available users. 4 Select the desired team members. 5 Click Add Members. How to remove members from a deal team: 1 Select the Deal Team tab. 2 Click the Remove Access link associated with the person you wish to remove. 3 Click Yes, Delete. How to restore members to a deal team: 1 Navigate to Deal Team in the left navigation pane. 2 Click the Restore Access link associated with the person you wish to restore. 3 Click Submit. TitleDeal team in OutreachURL NameDS1M-Deal-Team
SummaryThis article provides guidance on how to add members to a deal team, emphasizing the steps to navigate to the Deal Team section and add team members. The article is available online and visible to customers in the public knowledge base.more info