In the Users tab, you can invite users to an existing or new user group.
If you don't have any groups yet, you can create user groups prior to inviting users as well as during user invitations.
Inviting single or several users
To invite users to an existing user group, just click on the invitation button next to the group.
You can also click the Invite button on the top panel to add users to an existing or new user group.
Type in the email addresses of the users you are inviting. Use commas, spaces, or enter to separate multiple emails.
Also, you can enter the user's first name, last name, company, and phone number using the option Enter personal details.
Select a user group or create a new one to which users will be invited.
Define access to the data room:
Unlimited: users will have unlimited access to the data room.
Disabled: if you disable the access, the users invited to this group will not receive their invitations until you enable the group.
Till date: users will have access to the data room until the specified date only.
Choose whether users must verify their identity to access your project with 2-step verification.
Additionally, you can select the language of the invitation email and decide whether users should receive document notifications whenever new files or folders are uploaded.
💡 Keep in mind that users can change their preferred language and notification settings on their own.
If Q&A is activated in the project, you can also define the user's Q&A role and notifications about the new activity.
💡 A user can belong to one user group only. If you'd like to change the user's group, right-click on this user and select Move to group.
Bulk user invitation
To invite multiple users in bulk, click "Bulk user invitation" and download the template from the pop-up window.
All target user groups must be created and set up before inviting users via the template.
Fill out the template according to the tooltips, and upload it in the same pop-up window by clicking Choose file. All users will be automatically invited to your data room.
To ensure the successful upload of a template:
Do not add new columns.
In columns A, C, J, K, and L, use the values from the drop-down lists only.