Bonterms Help Center

Add Viewers to a Deal (as a Recipient)

Did you receive a deal on the Bonterms Platform and want to add team members who can view its status and progress?

You can easily add Viewers to your Deal using the Deal Team feature.

To add Viewers to your Deal:

  1. Click Deal Team in the top-right corner of the Platform.
  2. Enter in the email(s) of anyone that you want to add as a Viewer on this Deal.

If you would like to change the ownership of the deal, please refer to Change/Reassign Ownership of a Deal Article.

Note: If you want to utilize Deal Role functions such as Reviewer or Approver, you will need to create a free account.

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