New Registered User - No Active Deals
Have you registered for the platform with no invitations waiting for you? Does your Dashboard look a bit like this?
The user has registered before receiving the invitation into the deal room.
In this instance, reach out to the deal room owner and ask them to send the room invitation.
The user will need to refresh their browser in order to see the invitation to the deal room come up in the dashboard.
The user has registered with a different email address.
The room invitation is linked to the email address of the user. If they register with a different email address, or the email has been spelt incorrectly within the invite, the user will not see the deal room within their dashboard.
The user has to register with the same email address that the invite has been sent to so either the user must re-register with the correct email address, or the room owner re-issues the invite to the email address that the user wants to use to access the deal.
If the email address has been spelt incorrectly, either within the invitation or when the user registered, it must be corrected within the team and the user re-invited again with the correct email address.
Or, the user re-registers with the correctly spelt email address.
New account holder - opening a new deal space
If you are a new account holder on the platform, then you can open a deal room following this guide:
For assistance on any of these, please contact [email protected]