How to Add Contributors to a Project in Deal Builder

1. Accessing Projects Tab
   • Navigate to the Projects tab in the header from the home screen.
2. Adding Buyers
   • Select the specific deal/project.
   • Add a buyer by clicking on the three dots in the buyers table and selecting "Add Buyer."
   • Type in the necessary information and generate a unique link for the buyer to access the SIEM directly without signing the NDA.
3. Managing Contributors
   • Click on the manage contributors icon on the left-hand side.
   • View current contributors and add new ones by typing in their email.
   • Choose default permissions (viewer, writer, etc.).
   • Control what emails they receive and select the landing screen they arrive on.
   • Customize permissions further by selecting specific access levels for different sections.
4. Customizing Permissions
   • Use the custom permissions option to tailor what contributors can see and access within the app.
   • Modify settings to give view, read-only, or write access to different stages or sections.
   • Enable or disable access to specific information based on your preferences.
5. Inviting Clients to Onboarding Portal
   • Share the onboarding portal with clients by hitting the share button.
   • Select existing contributors or add new ones by entering their email and name.
   • Choose which sections they can access and control their ability to publish the project.
   • Manage email preferences and rules for the client.
   • Share a unique link with the client to access the portal and complete the SIEM online.
6. Additional Support
   • For any further questions, reach out to support at dealbuilder.co for assistance.

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Link to Loom

https://www.loom.com/share/8c078e1ec654464798ecafa032e33921

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