Invite Visitors by Email

With Email access, you list the people who may open a data room and Peony emails each of them an invitation with a secure link. Everyone you didn't list is blocked. Visitors are free and unlimited on every plan; they don't take team seats.

Sharing a data room is covered in three pages. Share your data room is the whole flow, start to finish. Invite visitors covers email invitations: adding people, the invitation email, resending and removing someone. Set email, password or link access covers the two access modes and every security control.

Sending one link yourself instead? That's Link access. See Link access.

Invite People

Open the data room, click Permissions in the left sidebar, then Create new group at the bottom of the Groups column.
On step 1, Visitors, give the group a Group name and keep Access mode on Email access.
Under People with access, type an email address and click Add. Repeat for each person. You can also enter a whole domain (for example fund.com) to let anyone at that company in; domains need the Data Room plan. See Domain gating.
Click Next to set Document permissions (step 2), then Save. The invitations go out as soon as you save.

What each visitor can see and do is set on the group. See Set email, password or link access for the security controls and Set view, download and upload permissions for the folder table.

The Invitation Email

By default each visitor gets Peony's standard invitation. It has a button to open the room and the link written out underneath, in case the button is blocked.

On the Deal Team plan you can write your own. On the Visitors step, switch on Custom invite email:

Edit the Subject, choose a Logo with Select new logo, and write Body 1 (above the button) and Body 2 (below it):

A live preview underneath shows the email exactly as visitors will receive it. Click Save.

Invitations are sent from invite@notification.peony.ink, whatever domain your room uses.

Resend an Invite

Every Email access group shows Resend invite to N under its name in the Groups column, where N is the number of people on it. Click it to re-send the invitation to all of them at once. It reads Resending invite... while it works, then Invite resent to N people.

Resending needs the Business plan or above, and has limits that protect delivery:

Up to 250 recipients per resend.
A 5-minute cooldown per group between resends.
Up to 1,000 recipients per day across resends.

When the invite doesn't arrive

Ask the visitor to check spam first. Some corporate filters (Microsoft Defender in particular) quarantine the invitation silently. You can always click Copy access link and send the URL from your own email. If a whole company can't receive Peony mail, ask their IT to allow peony.ink. More fixes: What to do if the invite or login code doesn't arrive.

Remove Someone

Open the group's Visitors tab, hover the email and click the x, then Save. Their next visit is refused; everyone else keeps access. To cut off a whole group at once, switch its toggle off in the Groups column. More ways to revoke: Removing or reviewing access.

After They Open

There is no "accepted" status to wait for. The moment a visitor opens the room, they appear in the Analytics tab: who opened, when, for how long, and which pages they read.

The whole room at a glance: Data room-level analytics
Page by page: Page-level analytics
One visitor's full history: Audit trail

Returning visitors reuse the same link. With streamlined access on (the default) they skip email verification for 7 days on the same browser. See Streamlined access and visitor notifications.

Common Questions

Can I re-send an invite to just one person?

Yes. Remove that person from the group, then add their email back and click Save. Only that address gets a fresh invitation email; everyone else on the group is not emailed again. Resend invite to N, by contrast, re-sends to every recipient on the group at once.

Can I customize the email visitors receive?

Yes, on the Deal Team plan. Switch on Custom invite email on the group's Visitors step and edit the subject, logo and body, with a live preview.

Do visitors count against my plan or seats?

No. Visitors are free and unlimited on every plan. Only admins take paid seats. To add teammates who manage the room, see Invite your team.

I'm looking in Settings. Where do I invite visitors?

In the data room's Permissions tab, not in Settings. Workspace settings (bottom-left of the home screen) is where you invite admins.

Can visit notifications go to a shared deal inbox?

Notifications go to your Peony account email. To route them to a shared inbox, add a forwarding rule in your email client for messages from peony.ink. See Streamlined access and visitor notifications.

Common Mistakes

One group email for several investors. You lose per-person analytics. Invite each person.
Inviting visitors as admins. Admin invites take paid seats; visitor invites are free. See Invite your team.
Assuming the invite always arrives. See When the invite doesn't arrive.
Leaving access open after a deal closes. Set an expiry or switch the group off.