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:
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Select the Deal Tab, then select a view from the sidebar.
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Find the add icon at the top of the view or the deal.
Add Icon on a Deal View
Add Icon on a Deal
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Select users from the list using the checkbox. To remove a user from accessing the view, deselect the checkbox.
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Select "+ Guest User" to add a new user to the account.
