- Support Site
- Deals
Add a User to a Deal View or Deal
Control user access to deal views and deals.
Grant users access to view Deal Views and Deals in TermSheet by adding them to the view or deal.
💡 Things to Consider
If a user is added to a Deal, but not the Deal View the Deal is listed within, the user will not be able to see the Deal from the Deal tab.
⚙️ Steps:
-
Select the Deal Tab, then select a view from the sidebar.
-
Find the add icon at the top of the view or the deal.
Add Icon on a Deal View
Add Icon on a Deal
-
Select users from the list using the checkbox. To remove a user from accessing the view, deselect the checkbox.
-
Select "+ Guest User" to add a new user to the account.
