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How do I use Project Access Codes for additional security?

This is for users who wish to configure the Project Access Codes feature in DealCloser for additional security.

Project Access Codes

Access Codes provide an additional layer of security when collaborating with external parties. When enabled, external users must verify their identity before they can access a project, helping protect against forwarded invitation links and unauthorized access.

How Access Codes work

When Project Access Codes are enabled for a project:

  • All external users are required to verify a 6-digit one-time access code sent to their email address
  • The code must be entered before they can access the project
  • No additional configuration is required - every external user will automatically use email verification

Project Access Codes only apply to external parties. Internal users are not prompted for an access code

 

Enabling Project Access Codes

  • Open your project
  • Navigate to Settings
  • Enable the Project Access Codes toggle

Once enabled, all external users invited to the project will be required to verify their identity using a one-time access code sent to their email.

Enable PAC

 

What external users will see

When an external user opens their invitation, they'll be prompted to enter a one-time access code.
  1. DealCloser sends a 6-digit code to the user's email address
  2. The user enters the code to verify their identity
  3. Once verified, they are granted access to the project

If the code expires or isn't received, the user can select Resend Code to receive a new one.

Enter Access Code

Creating a Long-Lived Access Code (Optional)

In some situations, an external user may not be able to access the email address associated with their invitation. In these cases, a project manager can create a Long-Lived Access Code for that individual.

Unlike the default one-time email code, a Long-Lived Access Code remains valid until it is changed or removed, allowing it to be communicated through another trusted channel.

Warning: Long-Lived Access Codes should only be used when necessary. Because they do not expire after a single use, they provide a lower level of security than one-time email verification

 

To create a Long-Lived Access Code

  1. Open the People tab within the project
  2. Locate the external user
  3. Click the ⋮ menu at the end of their row
  4. Select Create Access Code (the user must be invited)
  5. Enter a 6-digit access code, or use the Generate button to create one automatically
  6. Click Create Code

Communicate the code to the user using a secure method outside of DealCloser.

Create Access Code Menu Item

Create Access Code Modal

Best Practices

  • Use the default one-time email verification whenever possible
  • Only create Long-Lived Access Codes for users who cannot receive email verification
  • Treat Long-Lived Access Codes as confidential information and share them only through a trusted communication channel
  • If you believe a Long-Lived Access Code has been compromised, generate a new one immediately

Project Access Codes provide a simple but effective way to strengthen security for external collaboration while allowing flexibility when email verification isn't practical.