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 to view the status and progression?

You can easily add viewers to your deal by utilizing the Deal Team function.

To add Viewers to you Deal, follow the below steps:

  1. Click the Deal Team button on the top-right hand side of the Platform.
  2. Enter in the email(s) of anyone that you want to be added 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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