> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://katalyz.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Inviting buyers

Buyers are external visitors — people at your prospect's or customer's company. Here's how to invite them.

## Invite a buyer

1. Open the room.
2. Click **Share** (top bar).
3. Type their email in **Search for users, add email(s) or domain name(s)**.
4. Pick a **room role** — typically **Viewer**, sometimes **Editor**.
5. On the **New invitation** step, review the pre-filled message — *"I invite you to join our space {room}, where you will find all the relevant info and the next steps of our discussion. See you there!"* — edit it if you like, keep **Notify people** checked and send.

The buyer gets a magic-link email. No account creation needed. No password.

> [SCREENSHOT: "New invitation" step with the pre-filled message and the Notify people checkbox]

## What the buyer experiences

- **From the invitation email** — one click and they're in the room.
- **From a forwarded or pasted URL** — they land on the room's login page (*"Join the conversation."*), enter their **Work email** and click **Continue**. For rooms set to **Access code verification** they also type the 6-digit code from their inbox. Name and role are not asked; a minute later an optional **Mind introducing yourself?** card lets them add a first name, last name and job title.

See [How magic links work](https://katalyz.crisp.help/en/article/how-magic-links-work-1o0pj80/).

## Room role for buyers

- **Viewer** (default) — can read and **comment**. Can complete tasks and update task assignees. Cannot edit content.
- **Editor** — can edit content too. Rare, but useful for collaborative rooms (e.g. a mutual action plan that both sides actively shape).

> **Buyers cannot be Owner.** The Owner role is reserved for someone in your workspace. The Owner can only be transferred to another member of your organization.

## Buyers don't have accounts

Unlike teammates, buyers:
- Don't create a Katalyz account
- Don't see a dashboard
- Only ever see the specific room you invited them to
- Don't count against your seat quota

See [Members vs. buyers](https://katalyz.crisp.help/en/article/members-vs-buyers-psh4kw/).

## Who to invite

**Obvious invitees:**
- Your primary champion
- Their manager or exec sponsor

**Often-missed invitees:**
- Procurement (for contract discussions)
- Legal (for MSA review)
- IT/Security (for evaluation)
- Other team members who benefit from the context

Each buyer you invite gets personal tracking — so you can see which stakeholders engaged with what.

## Invite multiple at once

Add several emails one after the other in the same field, or add the buyer's **domain name** (e.g. *acme.com*) so anyone from that company can get in under **Only authorized users**. Each named person gets their own invitation.

## Tip: let buyers invite their colleagues

Buyers can invite other viewers themselves (by default). This is powerful — your champion can pull in their colleagues without emailing you. See [Who can invite whom](https://katalyz.crisp.help/en/article/who-can-invite-whom-1l1jlxz/).

## Tip: mention someone who isn't in the room yet

If you @-mention a person in a comment and they aren't a participant, Katalyz asks **Invite {name}?** — *"They aren't in this room yet. Invite them so they can see your comment."* Click **Next** to open the Share modal pre-filled with their email. See [Comments, mentions & threads](https://katalyz.crisp.help/en/article/comments-mentions-threads-1431iys/).

## Re-sending an invitation

If a buyer says they didn't receive the invite:
1. Open **Participants**.
2. Click their row → **Resend invitation**.
3. They get a fresh magic link.

## Related articles
- [Inviting teammates](https://katalyz.crisp.help/en/article/inviting-teammates-fgq9vh/)
- [Room roles](https://katalyz.crisp.help/en/article/room-roles-owner-editor-viewer-1n8iz04/)
- [Who can invite whom](https://katalyz.crisp.help/en/article/who-can-invite-whom-1l1jlxz/)
- [Members vs. buyers](https://katalyz.crisp.help/en/article/members-vs-buyers-psh4kw/)