Managing buyers, sellers and deal team members | DealCentre

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.

1. Click People.
2. Click the Deal Admin group name.
3. Click Add People.
4. 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.
5. Click Save.

Any deal team member can delete another deal team member. This is useful, for example, if an advisor has left the firm, the user's email address was incorrectly added, and so on. After an internal user is removed, they cannot create deals or manage contacts and other users within the deal. They will still retain access to deals to which they are invited.

1. Click People.
2. Click the Deal Admin group name.
3. In the row of the user you want to delete, in the Actions column, click the delete icon.
4. Click Delete to confirm.

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.

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.

Seller sub-groups allow advisors to limit what the seller can do in the preparation area. For example, the Human Resources department should be able to see all folders but only manage files in the HR folder. Seller groups can see the following areas and files:

Primary seller group (top-most parent group)

• Preparation and diligence areas
• All files in each area - They can upload, download, rename, delete files and folders, redact documents, replace documents and convert documents to PDF. They cannot publish/unpublish files and folders to diligence, reorder files and folders and move files and folders.

Seller sub groups

• Preparation area only
• Only those folders and files that are permissioned to them by Deal Admins - When the Manage permission is applied, they can rename files and folders, delete files, not folders, redact files and convert files to PDF. They cannot upload, reorder, move, replace, or delete files and folders and publish/unpublish files and folders to diligence.

Important! When files are uploaded, they default to No Access for seller subgroups. When files are moved or replaced, permissions are reset to No Access for all seller subgroups.

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 seller 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.

You cannot delete the seller group, however, you can delete a seller sub-group. When you delete a sub-group the group and all the people within it are removed from diligence.

1. Click the deal to which you want to add a seller.
2. Click the People tab.
3. In the row of the sub-group that you want to delete, in the Actions column, select Delete.
4. Click Delete to confirm. 

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. In the Select Group/Subgroup field, select the group to which you want to add people.
5. Enter the email addresses separated by spaces, commas or semicolons.
6. Click Save.

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.

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.

1. Click the deal to which you want to add buyers.
2. Click the People tab.
3. Click the name of the buyer group or subgroup.
4. Click View As This Group.

1. Click the deal to which you want to add buyers.
2. Click the People tab.
3. Click the name of the buyer group or subgroup.
4. Click Manage Buyer Access. For more information about assigning permissions, see Giving users permission to access documents.

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.

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. 

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.

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.

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.

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. 

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.

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.