Setting up deal list permissions

To protect your Deal data, 4Degrees allows you to control which members of your team can access and edit your Deal Lists.

Here are the steps to manage your Deal List permissions:

1. Go to the Deals tab.

2. Select the Deal List you wish to change permissions for (ex. Deal Flow, Fundraise Tracking, etc.)

3. Click the three dots button on the upper-right of the page.

4. Choose Change permissions from the dropdown.

5. This will open a page where you can control and edit the permissions for how your team members can interact with that deal list. On this page, you can manage your team members' permissions by ticking or unticking the checkboxes next to their name