Team collaboration lets you bring analysts, partners, and stakeholders into your DealWorthIt account — either across the team or per deal, with role-based permissions and scenario-level scope. Team features are part of the top-tier plan; the Team page shows an upgrade prompt if your plan doesn't include them.
The three roles
- Admin — manages team members and assigned access (and, on a deal, can manage that deal's access).
- Analyst — works on assigned deals and edits the scenarios shared with them.
- Viewer — read-only access.
Invite to your team
- Open Team from the sidebar and click Invite member.
- Add one or more email addresses (press Enter after each) and choose the team role — Viewer is the default; you can change a member's role any time from the Members tab.
- Send. Invitees get an email link to accept; invitations also appear in a "Your Invitations" panel on their own Team page with Accept / Decline buttons.
The invite dialog shows your seat usage — seats are set by your plan, and a pending invitation occupies a seat until it is accepted or revoked. Pending invites live in their own tab, where you can Resend or Revoke them; invitations expire, so resend if someone waited too long.
Share specific deals
From a deal you can invite someone to that deal only: enter their email, pick a role for the deal, and choose the scenarios they can work in — all scenarios or a specific subset. (A deal admin always has all-scenario access.) The Team page's Shared deals tab lists every deal-level grant, where Edit changes a member's role or scenario scope for that one deal and Remove revokes access to that deal only — not their team membership.
Keep track
The Activity tab logs the trail — invitations sent, resent, revoked, accepted; role changes; members removed; deals shared and access updated — so an account owner can audit who has what.
Common mistakes to avoid
- Inviting everyone as Admin. Admins manage members and access; most collaborators need Analyst (work on assigned deals) or Viewer (read-only).
- Team-inviting someone who needs one deal. Deal-level sharing with scenario scope is tighter and doesn't hand them your whole pipeline.
- Forgetting scenario scope. An analyst granted "all scenarios" can edit your base case — share only the scenarios they should touch.
- Confusing removal types. Removing a shared-deal row revokes one deal; removing a member from the Members tab removes them from the team.
