The information below is to answer common questions relating to granting access to external users who you want to give access to Decipher so they can collaborate with you on a deal. These individuals are not part of your internal team.
Where can I view who was granted access to a particular deal?
Directly in an application, click on the Gear icon in the Upper right part of the Application Detail Menu and that will bring up the individuals who have been granted access to that deal.
I gave an individual access to a deal directly from an Application but did not invite them and now want to. How do I invite them?
1) Go to the Business Relationships tab and follow the steps above or 2) Directly in the Application, click on the Gear Icon and it will bring up the individual and under Actions there is an Arrow Button to send out the invitation.
How do I Revoke Access to a deal?
Directly in the application, click on the Gear Icon and it will bring up the individual. Under Actions next to the individual's name, click on the Granted button to revoke access. The Granted Button will turn Red and show Revoked.
Can I customize the invitation email external individuals will receive when I share a deal directly from an application?
Yes. Go to Email Templates and create a new email or find the email entitled "You are invited to view an application" which has been added to your templates and edit the information as desired. Login information is included in the email template. Ensure that in your Account Settings, this email template has been selected to activate the auto email. If you need assistance, contact our support team.
What will the individual see when they log into Decipher?
Before granting external users access to Decipher, ensure that the role you set for them has the correct permissions and it is the appropriate role. Generally, the default for external users is that they are only able to see applications they are granted access to and assigned to. If you have questions on specific roles or permissions, please reach out to our support team prior to inviting external individuals.