Administrators can invite as many people into the Procure Platform as required. The Guest Room role can only be added within the Bidders menu. Internal roles can be added to the Client menu.
Once a Team has been created, you can then add in people. Learn how to create a Team here.
Add Client team
To Add people on the client's side into the Room follow these steps:
1. Go to the Left menu. Under Manage, select Sell side.
2. Locate the Team or Sub-team.
💡Tip: If a Team doesn't have Security or people set up, Set security controls will appear in the Team area. You will need to select Set security controls before granting access, by default all files and folders will be hidden to the Team or Sub-team. Learn how to edit Security settings here.
3. Select the Item menu, then select Add people.
⚠️Good to know: If there aren’t any existing people in the Team or Sub-team and Security controls have been set, select Add people from the Team or Sub-team.
4. Under Room role, select the Room role that these people are to be created as.
⚠️Good to know: Only internal roles will be displayed here. Each role has distinct responsibilities and functions available to them in the Room. Learn more here.
5. Under Q&A role, select the Q&A roles that these people are to have.
💡Tip: If no Q&A role is assigned they will be unable to participate in the Q&A. Learn about two-way Q&A roles here.
7. Under Email for each person add the email addresses you would like to invite. Enter each email address on a new line or separate with a comma, semicolon, or space.
8. Select how often the Terms of access will appear.
⚠️Good to know: If you do not have terms of access activated this will not appear, learn how to activate terms of access here.
9. If you are ready for the invite to be sent, select Send email invitations, then select Add and invite people.
💡Tip: If you're not ready to go live with your deal yet, select Add and leave Send email invitations unchecked.
10. Select Add.
Add Bidders team
To Add bidders into the Room follow these steps:
1. Go to the Left menu. Under Manage, select Bidders.
2. Locate the Team or Sub-team.
💡Tip: If a Team does not have Security or people set up, Set security controls will appear in the Team area. You will need to select Set security controls before granting access as by default all files and folders will be hidden to the Team or Sub-team.
3. Select the Item menu, then select Add people.
⚠️Good to know: If there aren’t any existing people in the Team or Sub-team and Security controls have been set, select Add people from the Team or Sub-team.
4. Under Room role, Guests will automatically be selected as it's the only role available for bidders.
⚠️Good to know: Each role has distinct responsibilities and functions available to them in the Room. Learn more here.
5. Under the Q&A role, select the Q&A roles that these people are to have.
💡Tip: If no Q&A role is assigned they will be unable to see or participate in Q&A. Learn about two-way Q&A roles here.
7. Under Email for each person add the email addresses of who you want to invite. Enter each email address on a new line or separate with a comma, semicolon or space.
8. Select how often the Terms of access will appear.
⚠️Good to know: If you do not have terms of access activated this will not appear, learn how to activate terms of access here.
9. If you are ready for the invite to be sent, select Send email invitations, then select Add and invite people.
💡Tip: If you're not ready to go live with your deal yet, select Add and leave Send email invitations unchecked.
10. Select Add.
