Share-a-Deal™ with a partner, participant, broker, syndicate, or other individual of your choice anytime. This feature allows you to go to any application and share it with an external individual that does not belong to your company or use Decipher. You can choose for how long they have access and can suspend access at any time. When your Partner logs in, he/she will be able to view only that deal and any other deals you have shared.
What is the purpose of Share-a-Deal™?
Your partners may need access to view an application in order to collaborate with you. Decipher makes it easy to share your deals with individuals you choose. Follow the steps below to share access.
⚙️ Step 1: Go to the application/deal you want to share and Click on the Gear Icon.
Step 2: Enter the information of the individual and choose their Role, Level of Access and if they are Assigned to one of your internal team members or yourself.