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.

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

Update the name of your Deal Room.

Add an internal deal value for reporting and analytics.

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.

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

Choose how participants enter the room:

Add an optional password required for all external participants.

Temporarily make the Deal Room inaccessible.

Permanently remove the room.

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.

Look up the buyer’s company logo automatically.

Validate or update details tied to the buyer organization.

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

An explanation of the customer company including their industry, target customer segment, key products and offerings, and anything else that provides useful context for the deal.

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

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

Toggle visibility of major room sections:

Turn individual features on/off:

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

Manage internal team members who help maintain the Deal Room, and the external participants from your customer company.

Shows the current room owner and allows reassignment.

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

If the general link permission has been turned on, you can copy and share this link. Anyone who has the link can join the room. This is a great way to identify unknown stakeholders, for example by asking your customer champion to share it with key people in their organization. You can still require a password for extra security.

Manage and invite participants from your customer company. Each participant receives their own personal link, which can be used to identify them when they join the room. Don't share personal links with anybody except that participant.

Configure integrations with third-party platforms for the Deal Room.

If your GetAccept entity is connected to Slack, you can choose to connect Deal Rooms to Slack channels in order to receive updates about room activity. You can connect it to an existing channel, or create a new one.

Use the Settings panel when you want to: