Guides โบ ๐ค Close
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.
- Open your deal room and go to member management.
- Invite participants by email โ invitees land directly in the deal room from their invitation link.
- Assign each participant an access tier matching their stage: Marketing, Due Diligence, Short-List, or Finalist.
- Gate sensitive documents by tier โ early-stage bidders see the teaser; finalists see the full file.
- Promote participants to deeper tiers as they advance; their document access updates instantly.
- Watch the engagement dashboard: documents viewed, time in room, last login, and the per-participant engagement score.
๐ก Mentor tip
Engagement score is negotiating intelligence: a bidder who's read the rent roll five times is not walking away โ price accordingly.