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

Add an internal deal value for reporting and analytics.
• Only visible to you
• Used for internal statistics and forecasting

Automatically notify invited participants who haven’t visited the room.
• Toggle reminders on/off
• Set initial reminder delay
• Set recurring reminder frequency

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

Choose how participants enter the room:
• Allow anyone with a universal link
• Restrict to only invited participants

Add an optional password required for all external participants.
• Adds an additional security layer
• Password must be shared manually with participants

Temporarily make the Deal Room inaccessible.
• Participants cannot view the room while unpublished
• Can be republished later

Permanently remove the room.
• Cannot be undone
• All content and analytics will be deleted

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:
• Action plan
• Files
• Meetings

Turn individual features on/off:
• Chat
• Comments
• Introduction section

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

Manage internal team members who help maintain the Deal Room.

Shows the current room owner and allows reassignment.

Add internal users who can edit and manage the Deal Room.
• Collaborators have editing access
• Useful for multi-rep or cross-functional selling

Configure buyer-facing branding for the Deal Room.

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.

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

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