Adding buyer and seller groups to a deal | DealCentre

  • Updated

Applies to: Advisors
 

Sellers are key stakeholders who are responsible for uploading and organizing documentation. They can upload documents to the preparation are and add and manage folders and documents in preparation. They cannot push documents to diligence or add or manager users. The seller group must be added before adding buyer groups.

Buyers are users that are granted access to the diligence area. They cannot upload or manage documents or add or manager users.

Seller and buyer groups are added on the People tab for the deal. All users must be added to a group. Users cannot belong to more than one buyer group or subgroup.

The first time that you click the People tab, you will be asked to add a seller. After the seller group has been added, you can add people (users) to the seller group, add buyer groups and subgroups, and add users to the groups. 

Note: If you are not ready to add buyers, you can create an empty buyer group. Creating an empty buyer group will allow you to set permissions for the group in advance.

The seller group cannot be deleted. You can only remove people from it and rename it.

For information about adding deal team members (people internal to your organization) or adding contacts (people to which you will send marketing materials), see the links in Additional information at the end of this article.

Video - Add seller and buyer groups in DealCentre

Watch this video tutorial to learn how to add seller and buyer groups in DealCentre, and see how to manage these groups within the People tab.

Icons_Approved.svg How to manage the seller group

Add seller group

Only one seller can be added to a deal. Only advisors can add a seller group. The seller must be added before you can add buyer groups.

  1. Click the deal to which you want to add a seller.
  2. Click the People tab.
  3. Click Add a Seller.
  4. In the Name field, enter a descriptive name for the group.
  5. (Optional.) In the Seller Contact section, enter the name and email address of the primary contact.
  6. Click Save.

Rename the seller group

  1. Click the deal to which you want to add a seller.
  2. Click the People tab.
  3. Click the name of the group.
  4. Click the edit icon next to the group name.
  5. Make changes.
  6. Click the check mark icon.
  7. Click Save.

Add people to the seller group

  1. Click the deal to which you want to add a seller.
  2. Click the People tab.
  3. Either click the name of the group or click the three dots icon and select Add People.
  4. Enter the email addresses separated by spaces, commas or semicolons.
  5. Click Save.

Icons_Approved.svg How to manage buyer groups

Add buyer group

  1. Click the deal to which you want to add buyers.
  2. Click the People tab.
  3. Click Add Buyer.
  4. In the Name field, enter a descriptive name for the group.
  5. (Optional.) In the Add People section, copy and paste or enter the email addresses and click Save.

Add a buyer subgroup

  1. Click the deal to which you want to add a buyer subgroup.
  2. Click the People tab.
  3. In the Actions column of the buyer group, click the three dots menu and select Add Subgroup.
  4. In the Subgroup name field, enter a name for the subgroup.
  5. Click Save.
  6. (Optional.) To add people to the subgroup, click the three dots menu in the Action field of the subgroup and click Add People. Copy and paste or enter the email addresses and click Save.

Delete buyer subgroup

  1. Click the deal in which you want to delete a buyer group.
  2. Click the People tab.
  3. Click the three dots menu in the Action column of the buyer group you want to delete and select Delete.
  4. Click Delete to confirm. All people and subgroups within the group will be removed from diligence.

Give buyer groups the ability to bulk download documents

You can enable buyer groups to bulk download documents up to 1GB allow bulk download for a buyer group, mark the checkbox in the Bulk Download column in buyer group's row. 

Add a watermark to documents for a buyer group

Watermarks can be added to documents that will be viewed by a buyer group. To see the current watermark settings, click the information icon in the Watermark column. To apply the watermark for a buyer group, mark the checkbox in Watermark column in the buyer group's row. For more information on watermarks, see the "Add and update watermarks on deal documents" in Working with documents in preparation.

Icons_Approved.svg How to manage people

Add people

  1. Click the deal to which you want to add people.
  2. Click the People tab.
  3. Click Add People.
  4. In the Select Group/Subgroup field, select the group to which you want to add people.
  5. Copy and paste or enter the email addresses of the people you want to add.
  6. Click Save.

Delete people

  1. Click the deal in which you want to delete people.
  2. Click the People tab.
  3. Click People.
  4. Click the trashcan icon in the Actions column of the person you want to delete.

Create an access report

The user access report is exported to a Microsoft Excel file that lists the documents that have been accessed by the users in the selected group.

  1. Click the deal for which you want generate a user access report.
  2. Click the People tab.
  3. In the Actions column, click the three dots menu in the row of the group for which you want to generate the report, and select Create Access Report. 

Resend notifications

You can resend a welcome notification to users for live deals. The Status column for groups and individual people shows whether the group or individual has accessed the deal and when they accessed the deal. This information can help you decide whether to resend a notification. Click on a group to see the group status. Click the People tab and to view the status of individuals.

  1. Click the deal for which you want generate a user access report.
  2. Click the People tab.
  3. Use one of the following options:
    • Click People, then in the Actions column, click the Resend Notification icon.
    • Click the group name, then in the Actions column, click the Resend Notification icon.

Icons_Approved.svg How to export a list of people and groups

Export people and groups to efficiently view  all of the sellers and buyers in my deal and to see the groups that they are in. The list is exported to a Microsoft Excel file. It is sorted alphabetically by group name and includes the time that users last accessed the deal.

  1. Click the deal for which you want generate a user access report.
  2. Click the People tab.
  3. From the three dots menu, select Export People and Groups.

Additional information

Was this article helpful?

We'd love your feedback.

Please tell us how we can improve this article.