- Knowledge Center
- Step 2: Launching A Deal
- Issuer and Investor
Inviting Team Members
Add team members by entering their email address and name in the Teams tab
Team members can be added by email invite.
Click on the Teams tab. Enter a team member's name and email address.
Learn about updating Team Member Permissions on our Roles and Permissions article.
If you have brokers, or individuals you would like to provide a sub portal to, see our article on adding brokers, finders, and agents to your deal.