Articles on: Startup / Company

Managing team members of your company

Team members of your company can be added to either manage your company profile in Dealum and/or to showcase your key team members on your applications and company page.



How can I add new team members?


To add team members, follow these steps:

  • Click on "Team" on the left side menu
  • Click on "Add member"
  • Add team member's info
  • Select access rights
  • Select if the team member is shown in the company profile
  • Select if you are inviting the team member to Dealum
  • Click "OK"
  • Click "Save and publish"




What is the function of "access", "include in company profile" and "send invitation to member"?


**Access **of your team member has two options: member and admin. All team members with an account, will be able to apply to deal rooms and change company profile, company page, reporting data and company settings. Only admins can add, edit and remove team members.


Including a member in company profile will make the team member visible to anyone who has access to your applications (deal rooms and their members) and to those with the link to your company profile:

Team members who are not included in the company profile will not be seen by anyone outside your company.


Team members with the Founder checkbox ticked will be shown first on the company profile.


Sending an invitation to a member will able that member to create an account in Dealum and connect that account with your company profile. After that, they can help fill in applications and update company data based on their access.


How can I edit or remove a team member?


  • Click on "Team" on the left side menu
  • Click on the pencil icon

    To edit the member:
  • Make the changes
  • Click on "OK"
  • Click "Save and publish"


To delete the member:

  • Click on "Delete" in the bottom left corner
  • Click "Save and publish"


You cannot remove a team member who has been set as the contact person of your company. To remove that person from your company, you first have to set another team member as the contact person.



How can I resend an invitation to a team member?


If you need to resend invitation link to your team member, follow these steps:

  • Click on "Team" on the left side menu
  • Click on the pencil icon
  • Click on "Resend"
  • Confirmation in black box will appear at the top
  • Click "OK" or anywhere outside of the editing window


How can I remove myself from a company profile?


To remove yourself from a company, follow these steps:

  • Go to https://app.dealum.com/#/home
  • Find the company you wish to leave
  • Click on the additional action menu (downwards triangle)
  • Click "Leave the company"
  • Wait for the 5-second countdown
  • Click "Leave"


You can only remove yourself from a company profile when you're not the contact person of your company.

Updated on: 14/12/2022

Was this article helpful?

Share your feedback

Cancel

Thank you!