New User Guide: Login, Dashboard & Files Overview

First Time Logging In?

If you are logging in for the first time, check to see if you have previously received an email invite containing your login details. There will be a unique link contained in the email which you can use to login and reset your password.

❌ Can’t Log In?

All future visits to the data room are done via the login page, which will be: https://DataRoomName.projectfusion.com, where DataRoomName will be the Projectfusion instance you are logging into (e.g. AcmeInc.projectfusion.com).

Not sure of the name?

✅ Check your invite email

📩 Or ask the person who invited you

🔐 Forgot Your Password?

Visit your login page
Click Forgotten Username or Password?
Enter your email and submit

✉️ Didn’t get the reset link? Check your spam folder.

The email you receive will contain information on how to reset your password.

📩 No Invite Received?

If you’ve already been sent an invitation but it hasn’t arrived yet, please double check your spam filters/folder in the likely event it is there.

Follow the instructions in the email to gain access and set up a new password. However, if you’re unsure whether your invitation has been sent, please contact the site administrators directly. We are not legally able to provide these details to you, so please make all necessary enquiries through the usual channels at your disposal.

🔍 Check spam/junk folders

📬 Follow the link in your email to activate your account

❓ Still no email? Contact your site admin — we legally can't send invites directly. ( Please make all necessary enquiries through the usual channels at your disposal. )

🔗Your Dashboard

Every user gets their own dashboard.

🗂️ Use “My Sites” to access your data rooms

If there are no sites you may have to accept an invitation via email first

📁 Press " Customize Dashboard " if you’re comfortable using websites, and want to personalize your page.

🧑‍💻Creating a New Site?

Go to Sites and click " Create Site "

Enter your site name (URL stays the same even if you rename later)

Make sure the site is Private and Social is turned off

To update site settings like watermarks or terms, go to " Customize Site "

📁 Sites & Document Library

Most data is held in Sites, which may be Public (anyone with a user account can Join – or Moderate to choose who can Join) or Private (invite only and hidden to non-members).

Click on the " Document Library " link to find folders and files

Document Library

Click in the " View " area to change the way we list files.

🧩 Click on document titles for a preview, or hover for an action menu.

✏️ Hints and Tips

Click your name, and edit your profile, by clicking on " My Profile "

People want to know more about you! We only share this info with user who belong to sites with you, that you collaborate with.

Hover over filenames to quickly edit

When you hover over a file or folder, click the pen icon to change a title. This also works for adding Tags.

Use the ‘Sites’ drop down to get around, and ‘My Dashboard’ to get back to the beginning.

Read only users (consumers) will only see other users details in social sites. In other sites personal data will be hidden from them.

You can follow another user, and see their updates if you share a social site with them.

Updated on: 07/07/2025

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