How do I add members?

Adding members to a data room is simple when your permission groups are properly set up. At FirmRoom, we recommend ensuring that each group has the appropriate permissions before adding members. In this article, we'll walk you through the steps to add a user. For more guidance on building out permissions, see this article: How to set Data Room permissions.

1. Navigate to the Permissions tab in the top navigation.
2. Click the blue Invite User button.

3. A pop-up window will appear. Enter the user’s email, select the appropriate permission group, and optionally include a message. You can add multiple emails in a single invite.

4. Click Invite User.
5. Another pop-up window will appear asking for confirmation. Click Invite and then the invitation will be sent to their email.

6. You should see the users invited at the bottom of the member's tab, along with the group they are invited to. If you need to resend the invites, there will be an option to the right of their name. Click Resend.

7. You can also remove a member from the group by hovering over the far right section of their name. Click the icon that appears.

8. There will be a pop-up confirming your changes.

If you have questions or need further support please reach out via the in-platform chat or email us at support@firmroom.net. We're here to help!

Updated on: 12/09/2025