To provide access to a VDR (Virtual Data Room) Guest follow the steps below.
- Settings > Workspace and User Settings.
- Click on the green +User button in the upper right corner.
- Enter the email address of the VDR Guest > Continue.
- Populate the required fields (First and Last Name).
- Under the Permissions section, select VDR Guest
- Add VDR Guest to a Process Group with MEMBER rights.
- It's recommend that you create a VDR Guest Process Group, rather then adding them to an existing (typically internal) Workspace Group, since typically a Workspace Group is added to multiple Projects.
- View which Projects a Group has been added to under Settings > Workspace and User Settings > Groups > Select a Group > Projects.
- See article here for more information.
- Click Create and the VDR Guest will receive a Welcome Email from Midaxo providing login instructions.
The next step will be adding the VDR Guest to a Project (Data Room). See the article here regarding adding VDR Guests to Projects via Project Specific Groups.