How To Invite Your Teammates

Quick summary: Invite teammates by opening the Team page from your profile, clicking Add members, choosing a permission level, entering their email addresses, and sending the invite. They’ll get an email from support@dealnow.com with the subject line “You are invited to join [Your Company Name] on DealNow”.

1. From the Dashboard, click your profile icon in the top-right corner.

DealNow dashboard showing active deals, account balance, and side navigation on the left. The user’s circular profile icon in the top-right corner is highlighted with an orange circle.

2. In the left menu, select Team.

A vertical menu on the left. The Team menu item with a people icon is highlighted with an orange circle.

On the Members tab, click Add members in the top-right corner.

Team Members page listing one existing employee and their status. In the top-right corner of the members list, the Add members button is highlighted with an orange circle.

4. In the Add members modal:

Under Choose a permission, select the permission level you want to assign.
Under Add member’s email to invite, enter the email addresses of all teammates who should have this same permission level.

Add members modal window showing a list of permission options (Inventory, Agent, Manager limited/full, Admin) with Inventory selected. Below is a field containing multiple email addresses. The Send invite button at the bottom is highlighted with an orange circle.

5. Click Send invite.

Each teammate you added will receive an email from support@dealnow.com with the subject:

“You are invited to join [Your Company Name] on DealNow”.