Settings Overview

Manage how your Deal Room looks, behaves, and is accessed by your participants.

June 9, 2026

The Settings panel allows you to control room details, availability, features, collaborators, and company branding. Each tab focuses on a specific set of configuration options so you can easily customize the Deal Room experience for your buyers.

Settings Tabs Explained

1. General

Adjust core room settings that impact the internal setup and participant reminder behavior.

Room name

Update the name of your Deal Room.

• Visible only to internal users
• Helps you organize and identify rooms

Value

Add an internal deal value for reporting and analytics.

• Only visible to you
• Used for internal statistics and forecasting

Room language

Set the language for the room. This determines the language that AI content and invite emails will be created in. If no language is set, the default language for the entity will apply.

Reminders

Automatically notify invited participants who haven’t visited the room.

• Toggle reminders on/off
• Set initial reminder delay
• Set recurring reminder frequency

Their company

Information about your customer company including their name, logo, website and description. This can be used to personalize the room to your customer and provides context to help improve AI content production.

2. Availability

Control who can access the Deal Room and how secure the access needs to be.

Room access

Choose how participants enter the room:

• Allow anyone with a universal link
• Restrict to only invited participants

Use password protection

Add an optional password required for all external participants.

• Adds an additional security layer
• Password must be shared manually with participants

Unpublish room

Temporarily make the Deal Room inaccessible.

• Participants cannot view the room while unpublished
• Can be republished later

Delete room

Permanently remove the room.

• Cannot be undone
• All content and analytics will be deleted

3. Functionality

Enable or disable Deal Room tabs and features. Hidden features are not deleted, they’re simply not shown to you or participants.

Tabs

Toggle visibility of major room sections:

• Action plan
• Files
• Meetings

Features

Turn individual features on/off:

• Chat
• Comments
• Introduction section

Use this tab to simplify the buyer experience by hiding unused features.

4. Collaboration

Manage internal team members who help maintain the Deal Room.

Room owner

Shows the current room owner and allows reassignment.

Collaborators

Add internal users who can edit and manage the Deal Room.

• Collaborators have editing access
• Useful for multi-rep or cross-functional selling

5. Company

Configure buyer-facing branding for the Deal Room.

Search company

Look up the buyer’s company logo automatically.

Company URL and name

Validate or update details tied to the buyer organization.

Upload buyer logotype

Upload a custom logo if it cannot be found through search.

These settings personalize the room for your buyer and strengthen brand alignment.

When to Use Settings

Use the Settings panel when you want to:

• Update room information or internal values
• Adjust participant access or password requirements
• Enable/disable features to match your selling motion
• Add collaborators to support the deal
• Customize branding for the buyer experience
• Pause or delete the room