Asking members to update their profile

Only members who have full edit access to members list in the deal room can request profile updates from other members. To request a profile update from a member, go to ‘Members’ tab in the deal room, open the additional action menu of the member and choose ‘Request profile update’. It is also possible to multi-select members and choose 'Request profile update' from 'Actions' menu (when you choose a member who has not accepted the invitation to join the deal room, option doesn't appear in 'Actions' menu). You can also add a personal message to your request in the dialogue that opens. When you send the request, the member will receive an email with a link for updating their profile information.

Please note that profile updates can only be requested from members who belong to a member group that has investor profile requirement turned on.

Deal room members are able to update their profiles also without having received a request for an update. If they belong to a member group that has view access to members list in your deal room, they can update their profile by going to ‘Members’ tab, clicking on their name and choosing ‘Update profile’.

If they have no access to members list in your deal room, they can update their profile by updating the profile of their personal deal room they used as their member profile when joining your deal room.

Updated on: 20/04/2022