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Assigning employees to a deal

Last updated 2026-10-06

At the top of the Employee tab, a Deal Seats row shows who's currently Owner, TC, Dispo, and Originated by on this deal (or "Unassigned") — read-only here. To change a seat, use the dropdowns in the deal header instead.

Below that, Assigned Employees lists everyone currently on the deal (this is the list that earns commission — see the Financial tab for how commission itself is calculated), with a form below to add more.

Pick a Team Member from the dropdown (only people not already on the deal show up), and a Role — it pre-fills to that person's primary role, but you can pick a different one. Select Add.

If the role you picked is mapped to one of the deal's seats (your team sets this up in Settings → Roles), TED asks whether to also set that person as the deal's Owner/TC/Dispo — the wording depends on whether the seat is currently empty ("Also set [name] as this deal's [seat]?") or held by someone else ("Replace [seat]?", which defaults to No). Either way it's optional — declining leaves the seat untouched, and accepting updates the deal header immediately, no page refresh needed.

When a new deal is created, someone may already be listed here: if TED filled the TC or Dispo seat for you (because exactly one person on your team holds a role linked to that seat), it also adds that person here with that role and sets up their commission. The deal's activity log shows "added automatically from the team's seat default". See The deal pipeline board.

To change someone's role on this deal, pick a new role from the dropdown under their name — it saves right away, and the deal's activity log shows "Changed role of [name] from [old role] to [new role]". Their commission follows the new role, unless an admin set a deal-specific commission for them, which stays as it was. If the new role is linked to a seat, TED offers to set them as that seat, the same as when you add someone. If you move someone off a role linked to a seat they currently hold (for example the TC), TED asks "Remove them as Transaction Coordinator too?" and keeps the seat unless you say yes. A run waiting for an owner with that role starts as soon as the role is saved. You need permission to edit the deal; people who can only view it see the role as plain text.

To remove someone, select the trash-can icon on their row and confirm.

See Assigning vendors to a deal for the section below this one.

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