Team and emails
Who manages your data room, and who gets which emails.
- What can Owners and Members do?Members manage documents, investors, access, questions and analytics.
- How do I add a teammate?On Team, an Owner adds their name, work email and role, and which emails they get. They're emailed, and sign in with an emailed code and an authenticator app.
- How do I remove a teammate?An Owner chooses Remove on the Team page. They're signed out straight away and can't come back, even by logging in with 1936 AI, until an Owner adds them again.
- Which emails does my team get?On Notifications, each person can get: document views, downloads, hot investors, access and file requests, questions, deck links, and a daily summary.
- What is the daily summary?One email a day: who looked at which documents and for how long, downloads, questions waiting and investors who joined.
- Which emails do investors get?Always: their invitation, sign-in codes, and call bookings.
- How do I change my photo or name?Click your picture at the top right, then Your profile: photo, name, job title, phone and LinkedIn. Your email can't be changed there, as you sign in with it.