How do I invite someone to my data room?

To invite someone, open Recipients and select Invite. Enter their email address, choose what they can do, and send.

Steps

1. To invite someone, open Recipients and select Invite.
2. Enter their email address, choose what they can do, and send.
3. Invite each person by email rather than forwarding a link, because access is checked with a code sent to that address.
4. If an invitation is held up by their email security, send them the room link yourself. It only works for people you have invited.

Transcript

Data room permissions, access groups & document controls