Bonterms Help Center

Add a Team Member to a Deal

Need someone to help you review or approve a Deal? Using the Deal Team allows you to invite another User to a Deal. 

(You must have a Free Account or Paid Account to use the Deal Team function.)

Note: If you are a Recipient of a Deal and want to add team members to the Deal as a Viewer without creating an account, please refer to this Help Center article.

  1. From Deal Flow, click Deal Team on the top right. Screen Shot 2023-09-18 at 4.43.29 PM.png
  2. Add the User. Click the dropdown menu and select the User you want to invite.

    Note: Only people from your team with a Bonterms Account will appear. You can invite new users from the Team Page or ask your Admin.

    Screen Shot 2023-09-18 at 4.47.15 PM.png

  3. Select the Deal Role. Click the accompanying dropdown menu and select the Deal Role.
    Screen Shot 2023-09-18 at 4.46.28 PM.pngScreen Shot 2023-09-18 at 4.47.48 PM.png

  4. When ready, click Send Invite


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