Deal Permissions

Each deal will have one of three permission levels: Public: Read Only, Public: Read & Edit, and Private. The permission level of a deal can be set using the Share button on the Deal Summary page.

?? Need an explanation here on how membership and permission level is related. Are added members the only people that have access to a private deal? Can all members of a private deal edit the deal? Is there anyone that can edit a Public: Read Only deal?

Share

To change privacy level:

  • Click on the Share button next to the deal name
  • Click on the button next to Deal Access (it will be set to Public or Private)
  • Select a new option from the dropdown menu

To add members:

  • Click on the Share button next to the deal name
  • Click on the Add Members button
  • Select a role for the members that will be added
  • Select new members to add under the given role
  • Click Add Select Members