The Settings panel on a Deal Room template in the AI-native experience lets you control how every room created from that template behaves. From one panel you can set the internal name, the participant-facing room name with dynamic variables, the language used for AI generation and emails, who has access, which tabs and features are available, and which room type the template maps to.

Open the template in the editor. From the template editor, open the Settings panel from the template controls in the side navigation. The Settings panel is organized into five tabs:

You can adjust settings for the General and Functionality tabs at the template level. Every room created from this template will inherit these settings by default. The other settings tabs can be configured on a per-room basis after the room has been created.

The General tab covers the basic identity and default behavior of the template.

The internal name for the template. This name is used inside GetAccept (for example in the template library and template lists) and is not shown to participants.

The name participants see when they open a room created from this template. Use the {} variable picker next to the field to insert dynamic values such as the customer company name, so each new room is automatically named with the relevant context.

The user who owns the template. The current owner is displayed above the dropdown. To transfer ownership, select a different user from the Resource owner dropdown.

The language used for AI content generation and email sendouts on rooms created from this template. Room language can be set at the entity, template, and room levels. The template-level setting acts as the default for any room created from the template and can be overridden at the room level.

Select the room type that rooms created from this template will default to (for example, New business). For more on how room types and stages work and how to set them up at the entity level, see the Set up workflows with room types and stages article.

Choose one of two access modes:

Controls who has access to the template content. Set this to Public to make it broadly available to your colleagues, or choose a more restricted option as needed for your team.

When enabled, GetAccept will remind participants who have been invited to a room created from this template but have not yet visited it.

Deleting the template is permanent. After deletion, the template cannot be retrieved.

The Functionality tab lets you enable or disable individual tabs and in-room features for any room created from this template.
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Toggle which of the following tabs appear inside the room:

Toggle which in-room features are available: