Who's on my team, who's a guest, and what's a contact?

There are three kinds of people in ShareAndGo: your team, your guests, and your contacts. Your team works in your workspace. An admin adds them in Settings, Team Members. Each person uses a seat, and their role decides what they can manage.

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Steps

  1. There are three kinds of people in ShareAndGo: your team, your guests, and your contacts.
  2. Your team works in your workspace. An admin adds them in Settings, Team Members. Each person uses a seat, and their role decides what they can manage.
  3. Guests are people outside your business, like buyers or advisers. Invite them into a data room, and choose what they can do there.
  4. Contacts are just your address book. Saving someone gives them no access until you invite them.
  5. You sign in to ShareAndGo with your MyAndGo account, the same login you can use for the other AndGo products.

Transcript

There are three kinds of people in ShareAndGo: your team, your guests, and your contacts.

Your team works in your workspace. An admin adds them in Settings, Team Members. Each person uses a seat, and their role decides what they can manage.

Guests are people outside your business, like buyers or advisers. Invite them into a data room, and choose what they can do there.

Contacts are just your address book. Saving someone gives them no access until you invite them.

You sign in to ShareAndGo with your MyAndGo account, the same login you can use for the other AndGo products.

Data room permissions, access groups & document controls