Temporary Administrator

If a deal is created without adding an Administrator for the Invited Side, the Deal Creator will serve as the Temporary Administrator for the Invited Side, and may invite an Administrator for the Invited Side at any time.

In order to facilitate the upload of information to the Diligence Room prior to inviting the Invited Side, the Deal Creator may leave the Side Administrator field blank in the Create a Deal modal. When the Deal Creator does so, the Deal Creator will be assigned the Temporary Administrator role for the Invited Side. At any time, the Deal Creator may invite the appropriate Side Administrator from the Invited Side, at which point the Deal Creator automatically relinquishes her Temporary Administrator role.

Screen Recording 2019-04-26 at 04.22 PM