Investors and access

Inviting investors and choosing exactly what each one can open.

• How do I invite investors?On Investors, in Invite people, paste up to 100 email addresses, one per line.
• What does "They are" mean?Who each person is: a prospective investor, an existing investor, a board member or leadership.
• What access can I give?Two levels: View only, and View + download.
• Where do I change who can open what?Manage access on an investor: tick folders and documents, then save.
• How do groups work?A group gives several investors the same access in one place, for example "Series A leads".
• How do I send one document to an investor?On the document's page, use Share with an investor: their email, view only or view and download, and an optional note.
• Can access end on a date?Yes. Set Access ends on when you invite someone, or later on their Manage access page. Access lasts to the end of that day, India time.
• Are invitations followed up?Yes. Anyone who hasn't joined is reminded 3 and 7 days after the invitation, during the day in India time.
• How do I remove an investor?Revoke signs them out and stops them signing in, straight away. A pending invitation that you revoke can be sent again later.
• Can people ask to join the data room?Yes, in two ways. Someone reading a deck link can choose Ask for full access.