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Invite Members & Control Access by Bidder Stage

Gate what each participant sees โ€” Marketing, Due Diligence, Short-List, Finalist โ€” and read the engagement signals that show who's serious.

โฑ About 8 min ๐Ÿ“ฆ Module: Vault
  1. Open your deal room and go to member management.
  2. Invite participants by email โ€” invitees land directly in the deal room from their invitation link.
  3. Assign each participant an access tier matching their stage: Marketing, Due Diligence, Short-List, or Finalist.
  4. Gate sensitive documents by tier โ€” early-stage bidders see the teaser; finalists see the full file.
  5. Promote participants to deeper tiers as they advance; their document access updates instantly.
  6. Watch the engagement dashboard: documents viewed, time in room, last login, and the per-participant engagement score.
๐Ÿ’ก Mentor tip

Engagement score is negotiating intelligence: a bidder who's read the rent roll five times is not walking away โ€” price accordingly.