The Sell side is the internal side, where you and your colleagues (and, where relevant, your advisors) manage the Data Room, its content and the Q&A. Before you can invite users, the relevant sell side role must already exist — see Create a new sell side role if you still need to set one up. Below you will find the steps to invite a new Admin, Manager or Contributor.
Invite an Admin
1. Go to Sell side.
2. Click on the three dots to the right of Admin and select Add users.
3. Confirm and click on Add Admins again.
4. Fill in the e-mail address of the person you wish to invite to the Data Room and click on Next.
5. Determine their Q&A role and select Next. Please note that Admins are automatically appointed a Q&A coordinator role.
6. Add an optional personal invitation message and decide if you want to Invite now or Save as Draft.
Inviting Managers or Contributors
1. Go to Sell side.
2. Click on the Add users next to the role name.
3. Fill in the e-mail address of the person you wish to invite to the Data Room and click on Next.
4. Determine their Q&A role and select Next.
5. Add an optional personal invitation message and decide if you want to Invite now or Save as Draft.