How do I set the appropriate permissions for my Deal Team?

The permission levels available to assign to your Deal team are outlined below. A team member may be assigned more than 1 permission. The permissions apply only to the Deal in which the Deal team is associated with.

Permissions

  • View: View the Deal and the Draft
    • By default all teammates have this permission and it cannot be removed.
  • Edit: Edit the content of the Draft (in the form of suggestions) 
  • Comment:  Create and reply to comments (both private and public) inside of the Draft
  • Sign: Sign agreements on behalf of the team in SimpleLease
  • Admin: Invite new teammates and Update Existing teammate permissions
    • By default this is given to the invited tenant and cannot be removed. You cannot designate a second admin on a team.

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