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How to bulk invite visitors

Invite visitors 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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Can I create permission groups or roles to invited members?

Yes, you can create labeled permission groups that determine if a user has view only, view and download, or custom access. Custom access can be used to give users access to specific folders and/or documents instead of all of them.

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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

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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