In Firmex, Admins typically select a permissioned group and invite one or multiple users, with options to manually enter contact details or import them via Excel for bulk additions. Contact information is then stored at the Site level for reuse in future projects.

 

In Datasite Diligence, inviting users is simple and flexible. Project Admins can add one or multiple users directly from either the Permissions tab or the Users tab. While bulk import isn’t part of the workflow, Diligence offers features designed for accuracy and control:

• Invitation Templates: Ensure consistency across multiple deals by reusing predefined templates.
• Draft Invitations: Prepare access ahead of time and save drafts for roles that will be activated later.
• Templates Tab: Quickly add users from existing projects and import them into new or ongoing projects directly from the Home page when you log in.

 

These capabilities help streamline onboarding, reduce errors, and maintain compliance—especially important for complex transactions where precision matters.

 

During the upgrade to Datasite, Project Admins were invited to non-archived projects to confirm correct access levels for each fileroom and folder. Draft invitations were created and saved for all other roles, ensuring a smooth transition.

 

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