1. Click Add users in the desired buy side role.
2. Fill in one or more email addresses.
3. Click Next.
4. Determine the Q&A role per user. Visit Q&A roles to learn more about it.
5. Click Next.
6. You can add an optional personal invitation text for additional information.
7. Select Invite now, Save as draft or Schedule for later and finish the action by clicking on the blue button at the bottom right confirming your selected action.
i. Invite now
This option sends out the invitation immediately and the status behind a user is Invited.
ii. Save as draft
Drafted invitations can be sent whenever users need to have access to the Data Room. Click Invite now to send the invitations immediately. The status behind a user changes from Drafted to Invited.
iii. Schedule for later
Pick a date and time in the future to send out the invitations. The invitations will be sent according to the time zone you are in. For example: If you are located in the CET time zone, your invites will be sent out from this. This applies to every other time zone.
When users are scheduled to be invited, they will get the status Scheduled. Hover over the status to see the date and time the scheduled invite.
To reschedule or remove the scheduled invite, check the box in front of the user and click Scheduled invitations.