Only Users with a User Role of Administrator can add new Users to Midaxo.
VDR User and VDR Guest are used interchangeably.
- Add a new VDR (Virtual Data Room) Guest by navigating to the Users tab in the top-right corner.
- Click +User in the upper-right.
- Enter the VDR Users email.
- Populate the required fields (First and Last Name).
- Add the VDR Guest to a Process Group (thereafter managed under Settings > Permissions) with MEMBER rights.
- Click Create and the VDR Guest will receive a Welcome Email from Midaxo with login instructions.
Next Step: See article about Task Permissions.