The process for creating a DiligenceVault account or inviting a new team member depends on whether you have admin access for your firm. Please follow the instructions applicable to your role below.
A. Not an Admin User
If you would like to add a colleague to your firm’s DiligenceVault account, please contact one of your firm administrators and ask them to invite your colleague to DiligenceVault. Only admin users can invite new team members to the platform.
If you do not know who your firm administrators are, please refer to this article on how to identify your firm’s admin users.
If you are unable to identify your administrators and still require assistance, please contact us at ask@diligencevault.com.
B. Admin User
You can invite a team member by :
- "Invite User" button in the "More" section of the navigation panel on the left.
- Click on your initial at the bottom left corner of the screen. Under the Users & Teams page, click on the "New User" button.
- From the Users & Teams section, click the "New User" button in the top right corner
- A pop-up window will appear, and you will be prompted to input the new user's First Name, Last Name, and Email address, optionally User Roles, as well as select the necessary checkbox/option for the new user.
- Key Person - If selected, this contact will be the key personnel of the firm, i.e., CEO, CTO, COO. We recommend marking all C-Suite level individuals as Key Persons.
- Visible Contact - If selected, this contact will be visible to the investors once you assign them to an entity. To assign this contact to an entity, head over to Monitor > Firm/Product > Associated contacts > Assign Internal Contact.
- Access Level (Firmwide) - Depending on this, the contact will be granted firmwide access for the Role that you eventually assign them. By selecting this option, you will be prompted to assign a Role to them. To know more about the types of roles, refer to: User Access Levels (we also recommend that you check out the table on the different roles and permissions here for the full descriptions of the different roles and permissions granted to them.)
- Once you have configured the roles and permissions, click on the Invite User button to save.
Please refer to the video below for a more detailed overview:
If you have any questions, feel free to reach out to ask@diligencevault.com