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Procure: Send Invites

Send invites to grant access to a deal room.

Angelica Medallo avatar
Written by Angelica Medallo
Updated over a week ago

ℹ️This feature is only accessible to Admins.

If people haven't been invited to the room yet, follow these steps to send the initial invite emails:

1. Go to the Left menu. Under Manage, select either the Client side or Bidders 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 Send invitation.

3. Under Recipients, filter the group of people you want to view from the dropdown.

💡Tip: Selecting Not Verified will show all people who were sent invitations that have not logged in to the Room.

4. Select the box in each person's row that you want to resend the invite to.

  • If you want to resend the invite to everyone in the list, select the box in the top header row to select all people.

5. Select Send.

💡Tip: If the Room is about to go live to bidders, we recommend taking a look at the Document Security report to check their settings. Learn more here.

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