Applies to: Advisors
Deal team members are the people within your organization (internal users) who are responsible for creating and managing deals in DealCentre. They belong to your DealCentre entity. Deal team members' email addresses must belong to a domain that is owned by your organization.
You can also add deal team members that are not part of your DealCentre entity. They must have an IAM-approved domain for that entity. They will be able to see all information within the deal and perform all of the same actions within the deal that other deal team members can perform.
Important! Internal users are added from general settings (not deal settings). For more information, see Add internal users below.
For information about adding contacts (people to which you will send marketing materials), or about adding buyer and seller groups, see the links in Additional information at the end of this article.
Video - Manage deal team members in DealCentre
Watch this short video walkthrough to see how to add and manage deal team members for a deal in DealCentre.
How to manage deal team members
Add internal users
Add users that are internal to your organization that you want to add to a deal team. Users that are added here become entity admins and cannot be removed by you. To remove an entity admin, contact Intralinks Customer Support.
- Click Settings.
- Click Internal Users.
- Click Add Users.
- Enter the email addresses of the people you want to invite, separated by spaces, commas or semicolons. Only users in your organization's domain can be added.
- Click Add.
Add deal team members to a deal
- In the Deal List, click the deal for which you want to add deal team members.
- In the Deal Team section, click the Edit icon.
- Start typing a member's name or email address to generate suggestion. Click on the person that you want to add.
- Click the check mark icon.
Remove deal team members from a deal
- In the Deal List, click the deal for which you want to add deal team members.
- In the Deal Team section, click the Edit icon.
- Click the x next to the team member that you want to remove.
- Click the check mark icon.
Additional information
- Managing contacts (people to which you will send marketing materials)
- Adding buyer and seller groups to a deal