Deal administrator can add a team member to "deal management team" after the deal is registered
Seller
Deal administrator is able to add/delete a team member and able to accept/reject disclosure request from buyer.
Other team member is able to view and edit deals and use chat function.
STEP 1 Open Deal Management Screen
| 1. Click "Sell" from the side menu. |
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2. Moves to Deal Management Screen. |
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STEP 2 Add a Team Member of Deal Management
| 1. Click the title of the deal that you would like to add a team member to. |
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2. Moves to Deal Detail Screen. |
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| 3. Click "Team Member" on the Deal Detail Screen. |
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4. Click "+Add a Team Member" on the Deal Detail Screen. |
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5. Enter BIZIT ID or Email Address of a member you like to add on the search box and select the member. |
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5. Click "Invite". |
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6. The member is added to Deal Management Team. |
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Buyer
Deal administrator is able to add/delete a team member.
Other team member is able to view deals and use chat function.
STEP 1 Open Deal Management Screen
| Click "Buy Side Deals" from the side menu. |  |
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STEP 2 Add a Team Member of Deal Management
| 1. Click the title of the deal that you would like to add a team member to. |  |
| 2. Moves to Deal Detail Screen. |  |
| 3. Click "Viewer" on the Deal Detail Screen. |  |
| 4. Click "+Add a Team Member" on the Deal Detail Screen. |  |
| 5. Enter BIZIT ID or Email Address of a member you like to add on the search box and select the member. |  |
| 6. Click "Invite". |  |
| 7. The member is added to Deal Management Team. |  |