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How to bulk invite visitors

Invite visitors (or investors) by pasting their emails separated by commas within our guided invite flow. The invite flow includes:
  • Customized messaging
  • Pre-selection of what Data Room(s) you’re inviting the members into
  • Customized access or permission groups
Head to the Access tab, then scroll down to the Members section. Here you can privately invite members into your Data Room.

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How do I make my Data Room public?

  • Under the Access tab, you’ll find the Access links section. Here you can create one or many access links with different permission groups and access settings
  • Name each link and include an optional expiration date
Access settings Select how visitors gain access your data room. Access link permissions apply only to visitors who have not received and accepted an email invite
Access LevelVerification RequiredAnalytics LevelNDA Enforcement
Verified email addressA visitor must enter their email address via a verification code or sign into their AngelList account before enteringUser-level analyticsAutomatically enforced after the user creates an account
Password onlyA visitor must enter the password (AngelList generates) before enteringAnonymous link-level analyticsNot enforced
Unverified email addressA visitor must enter any email address before enteringEmail-level analyticsOption to toggle Enforce NDA on/off under Additional Settings
Public accessNo verification requiredAnonymous link-level analyticsNot enforced

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Permission groups / Call to actions

  • Apply preset access settings (like View & Download, View Only, etc) or custom permission groups to each link
  • Apply default or create custom CTAs to each link

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Analytics

  • From the Activity tab you can view a “Session source” to see where visitors entered your data room
  • From clicking into the specific Access Link, you can see what visitors have entered your data room