[{"data":1,"prerenderedAt":295},["ShallowReactive",2],{"guide:\u002Finternal\u002Faccess\u002Finvitation-problems":3,"related:\u002Finternal\u002Faccess\u002Finvitation-problems":286},{"id":4,"title":5,"audience":6,"body":7,"canonical_url":262,"collection":263,"description":264,"extension":265,"feature_flags":266,"is_draft_preview":267,"legends":268,"meta":272,"navigation":273,"order":274,"path":275,"reading_minutes":274,"related":276,"seo":279,"slug":280,"status":103,"stem":281,"tour_ids":282,"type":283,"updated_at":284,"__hash__":285},"guides\u002Finternal\u002Faccess\u002Finvitation-problems.md","Invitation problems","internal",{"type":8,"value":9,"toc":254},"minimark",[10,23,28,35,39,95],[11,12,13,14,18,19,22],"p",{},"Two kinds of invitation exist and they fail in different ways. A colleague is invited into your ",[15,16,17],"strong",{},"organisation",": the invitation stays open for 14 days, and a new colleague signs in with a temporary password that stops working after 7 days. A buyer is invited into an ",[15,20,21],{},"external group"," and receives their email only once the data room is published and the group is active. Start by telling the two apart.",[24,25,27],"h2",{"id":26},"before-you-start","Before you start",[29,30,31],"ul",{},[32,33,34],"li",{},"Know which kind of invitation it is, and the exact email address that was invited. People often sign in with a different address from the one invited, which fails silently.",[24,36,38],{"id":37},"steps","Steps",[40,41,42,88],"ol",{},[32,43,44,45,48,49,52,53,56,57,60,61,64,65,67,68,71,72,74,75,78,79,82],{},"Check the row. For a colleague, open ",[15,46,47],{},"Profile › Teams & People"," or the team's ",[15,50,51],{},"Members"," tab: the badge reads ",[15,54,55],{},"Invited",", with ",[15,58,59],{},"Expires"," on hover, or ",[15,62,63],{},"Invitation has expired",". For a buyer, open the group's ",[15,66,51],{}," tab: ",[15,69,70],{},"Queued for publish"," means no email has gone out yet; ",[15,73,55],{}," means it has; ",[15,76,77],{},"Active"," means they have signed in.",[80,81],"br",{},[83,84],"img",{"alt":85,"src":86,"title":87},"An external group's Members tab showing Queued for publish, Invited and Active rows","\u002Fmedia\u002Finvitation-problems\u002Fmember-states.png","Only Invited rows have received an email.",[32,89,90,91,94],{},"If nothing was sent yet, look at why. A buyer stays queued while the data room is unpublished, while the group's ",[15,92,93],{},"External access"," is off, or while the portal is archived. Publish, activate the group, or republish; the queued people are emailed then.",[96,97,98,126,190,194,208,212,223,236,242,248],"invite-flow",{},[11,99,100,101,104,105,107,108,110,111,114,115,118,119,121,122,125],{},"When is a buyer's invitation email sent? A buyer added to an external group is emailed only once two things are true: the data room is ",[15,102,103],{},"published"," and the group's ",[15,106,93],{}," toggle is on. If the data room is not published, the person is ",[15,109,70],{}," and emailed the moment you select ",[15,112,113],{},"Publish and send invites",". If it is published but the group's External access is off, the person is queued and emailed when you switch the toggle on and confirm ",[15,116,117],{},"Activate access",". When both are already true, the email goes out immediately and the Account column reads ",[15,120,55],{},". While the portal is archived nothing is sent until it is republished. A buyer who already has an account from another deal receives a link without a temporary password. ",[15,123,124],{},"Resend invite"," on a member's row works once the room is published and the group's External access is on. The portal link stays the same; a buyer who has not signed in yet gets a new temporary password and the old one stops working, and a buyer with an account gets a reminder.\n::",[40,127,129,164,175],{"start":128},3,[32,130,131,132,136,137,140,141,144,145,148,149,152,153,156,157,159],{},"If the email was sent but not received, ask them to search for the subject and to check spam and quarantine. A new buyer receives ",[133,134,135],"em",{},"You're invited to"," followed by the deal name, a buyer with an account ",[133,138,139],{},"You now have access to"," followed by the deal name, a new colleague ",[133,142,143],{},"You're invited!",", and a colleague with an account ",[133,146,147],{},"You've been invited to"," followed by your organisation's name; the sender is the app, not a colleague's address. Then resend: ",[15,150,151],{},"⋮ › Resend invite"," on a buyer's row, or ",[15,154,155],{},"Resend invitation"," on a colleague's. Resending restarts the invitation for a colleague and issues a fresh temporary password to anyone who has not signed in yet.",[80,158],{},[83,160],{"alt":161,"src":162,"title":163},"The ⋮ menu on an invited row with Resend invite","\u002Fmedia\u002Finvitation-problems\u002Fresend-invite.png","Resend as often as needed.",[32,165,166,167,170,171,174],{},"If the link says ",[15,168,169],{},"We couldn't accept this invitation",", it has expired or was already used. Resend it. If it says ",[15,172,173],{},"Invalid invitation link",", the link was cut when copied; ask them to open it from the email again.",[32,176,177,178,181,182,185,186,189],{},"If a colleague accepted but sees an empty organisation or ",[15,179,180],{},"Workspace setup is taking longer than expected",", the workspace is still being prepared. ",[15,183,184],{},"Try again"," on that page finishes the step; the project links work once they are in the right organisation, which they can switch to with ",[15,187,188],{},"Switch Organization"," in the account menu.",[24,191,193],{"id":192},"check-the-result","Check the result",[11,195,196,197,200,201,203,204,207],{},"The colleague's badge disappears and they appear as a member; the buyer's ",[15,198,199],{},"Account"," column reads ",[15,202,77],{},". If a role or team was chosen at invite time, it is applied on acceptance and shows in ",[15,205,206],{},"People with access",".",[24,209,211],{"id":210},"if-something-goes-wrong","If something goes wrong",[213,214,216],"problem",{"title":215},"The buyer already has an account from another deal",[11,217,218,219,222],{},"Their email contains no temporary password, only the link. They sign in with their existing password, and ",[15,220,221],{},"Forgot password?"," on the portal sign-in page resets it if needed.",[213,224,226],{"title":225},"The colleague signed in but sees a different organisation",[11,227,228,229,231,232,235],{},"Their account belongs to several organisations. They select ",[15,230,188],{}," in the account menu, which lists their ",[15,233,234],{},"Organizations","; the pending invitation is also listed there and can be accepted from the app.",[213,237,239],{"title":238},"The temporary password no longer works",[11,240,241],{},"A new colleague or buyer has 7 days to sign in with the temporary password from their invitation email. After that it stops working, even though a colleague's invitation still shows as open. Resend the invitation; the new email carries a fresh temporary password.",[213,243,245],{"title":244},"The invitation is refused",[11,246,247],{},"An address that already belongs to a member of the organisation, or that already has a pending invitation, is refused with a message saying so; add an existing member to the team directly instead of inviting. The two kinds of account do not mix: a buyer must be removed from the buyer group before being invited as a colleague, and a colleague cannot be added as a buyer.",[213,249,251],{"title":250},"You cannot invite anyone",[11,252,253],{},"Only organisation admins invite colleagues, and buyers can only be added once the project has a Deal Portal and an external group. Your organisation may also have used all its seats; an admin sees this as a failed invitation and can free a seat by removing an inactive user.",{"title":255,"searchDepth":256,"depth":256,"links":257},"",2,[258,259,260,261],{"id":26,"depth":256,"text":27},{"id":37,"depth":256,"text":38},{"id":192,"depth":256,"text":193},{"id":210,"depth":256,"text":211},"https:\u002F\u002Fdocs.vdr.valutico.dev\u002Finternal\u002Faccess\u002Finvitation-problems","access","What to do when an invitation email never arrives, the link has expired or was used, a buyer cannot sign in, or the invited person lands in the wrong place.","md",[],false,{"member-states":269},[270,271],"Members tab","Account column",{},true,4,"\u002Finternal\u002Faccess\u002Finvitation-problems",[277,278],"manage-your-team-and-roles","invite-buyers-to-a-data-room",{"title":5,"description":264},"invitation-problems","internal\u002Faccess\u002Finvitation-problems",[],"task","2026-09-29T13:21:45+02:00","B0f6N5kkaNM4rwzYL9WvBXe_Blm7pENAOL2cPnoxPks",[287,291],{"title":288,"description":289,"path":290,"audience":6,"slug":277},"Manage your team and roles","Invite colleagues, choose their organisation role, put them in a team, give the team a role on the data room, and keep a project-scoped team from leaking into other projects.","\u002Finternal\u002Faccess\u002Fmanage-your-team-and-roles",{"title":292,"description":293,"path":294,"audience":6,"slug":278},"Invite buyers to a data room","Create an external group, add the buyers, choose which folders they can see, and send the invitations by publishing the data room.","\u002Finternal\u002Fdata-room\u002Finvite-buyers-to-a-data-room",1790706827627]