Template settings for Deal room

Configure your Deal room template settings to control access, visibility, and how your template functions for your team.

April 22, 2026

Template settings

To set and access your Template room settings simply click on Settings at the top.

• Public/Private allows you to make the template available to all users in the entity. If not selected, only the entity’s admins can see the template.

General settings

• Name: The template name is for internal use only. When the template is selected for use in a published Deal Room, you can choose a different name.

• Reminders: Will notify participants who have not yet visited the room.

Availability

• Public template: Allows you to make the template available to all users in the entity. If not selected, only the entity’s admins can see the template.

• Room access: When the template is used in a published Deal Room, you can choose whether the room will have restricted access for invited participants only or be open to anyone with the universal link.

Functionality

Here you can select which features you would like to enable for future Deal Rooms. These can also be enabled in published rooms.