Invite your colleagues to your firm's account so you can work from the same deals, mandates, and pipeline. Teammate seats are free.
This guide walks you through inviting teammates, removing access, and switching between buyer and seller views.
Step 1: Invite a teammate
Open Team & Settings, enter your colleague's email address, and click Send invite.
If your team has several accounts, choose the accounts your colleague can access before sending the invitation. Your colleague receives a link to join and set their password.
Note: If your firm already has an account, invite colleagues from that account. A separate application creates a separate firm account.
Step 2: Remove a teammate
If someone leaves your firm, select Remove beside their name in Team & Settings. For a team with several accounts, use Edit access to change their account access. Review the confirmation: removing access can disconnect integrations and revoke shared API keys. Contact support@privsource.com if you need help changing the account owner.
Step 3: Switch between buyer and seller views
If your firm works both sides, contact support@privsource.com to add the other side to your account.
Once both are available, use the account switcher at the bottom of the left navigation to choose the buyer or seller view.