Adding team members
Invite colleagues and control what each of them can reach.
Last updated August 3, 2026
Inviting your team
Open your company or firm settings and send an invitation by email. The invitee receives a link, creates or signs into an account, and is attached to your entity.
Access model
Team membership grants access to shared surfaces — pipeline, deal rooms, documents and campaign data — subject to the permissions attached to each individual deal room. Membership never grants administrative access to the platform.
Removing access
Removing someone from your team immediately revokes their access to shared entity data. Documents they downloaded previously are outside our control, which is why deal rooms log every view and download.
Email addresses
Team member email addresses are protected. They are readable by your own team and by administrators, never by the wider directory.
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