User Management

You can use User Management to start inviting your team to the MergerWare platform.

You can get to User Management from:

You can use User Management to:

Under ‘Configuration’, Go to ‘User Management’, the ‘Add New User’ form will appear on the right
You have the option to either add users one by one or in bulk
If you want to add multiple users in bulk, you can click on ‘Download template file’ under the Upload button
Enter user ‘Emails’, ‘Names’, ‘Countries’, and ‘Roles’ in the sheet and then upload it and the users will be added to the platform
If you want to add users individually, Enter user details including official ’email ID’
Global Role: It is the overall role of the user in the platform. This determines what permissions the user has on the platform, and thus on deals. You can change the users role for each deal. You can put the user on ‘blocked’ status until you determine what permissions you’d like the new user to have
To check/edit permissions of each role, go to ‘Roles and Permissions’ under ‘Configuration’
If you add any users as Blocked, you will need to check the ‘Show Blocked Users’ checkbox in order to see them in the user list

If you want to edit existing user details, you can click on the user you would like to edit. Their details will appear in the right pane
After completing the edits, click on ‘save’