Edit people

Easily update settings for multiple people in one go.

Ciara Martin avatar
Written by Ciara Martin
Updated over a week ago

️ℹ️This feature is only accessible to Admins.

People can have their Team, email, Room role or Q&A role updated at any time in the Room.

In order to change people's settings, follow these steps:

1. Go to the Left menu. Under Manage, select either Sell side or Buy side.

⚠️Good to know: The wording on the internal and external tabs for managing Teams/people under the Left menu changes based on the Room’s transaction type. Learn more here.

2. Select Actions, then select Edit people.

3. Select the changes you want to apply.

4. Select who to apply the changes to.

5. Select Update to finalize the changes.

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