Adding deal room members and collecting member applications
How to add network members or investment partners, team members and other people to my deal room?
How to collect member applications?
How to view the profiles of deal room members?
How to add former/inactive members with limited access?
How to reinvite a member who has accidentally left the deal room?
Adding members one by one
To add members to your deal room:
navigate to the Members page from the left-side menu
click on "Add Member" at the top of the members list
fill in the required fields (email, first name) and any other information you wish and choose which access group you want to add the new member to
optionally, add an additional message to the member that will be included in the invitation email they will receive
click "Save"
If you don't want to send an invite to the member immediately, you can untick the "Send invitation to member" checkbox before clicking on "Save". If you do that, you can send the member an invitation later at any point in time by using the "Invite to deal room" action available in the members list next to the member.
Invited members can join your deal room by going on the invitation link in the invitation email.
Using member application link
If you need to invite a large number of team members, you don't have to add them one by one. Instead, you can send them a dedicated link for joining the deal room. To find the link:
go to deal room settings
open the Links tab
scroll down to the Member application section
copy the link of the member group you want to invite them to join
send the link to relevant members
If you cannot find the link for a group you have created:
navigate to the Members page from the left-side menu
open the menu from the arrow in the right top corner of your members list
choose "Groups setup"
in Application link column, click on "Disabled" for the group you want to activate an application link for
tick the "Application link active" checkbox (you can copy the link that appears from the same window if you wish)
click "OK"
click "Save" at the bottom of the window
Importing members from an Excel
You could also import a large number of members. For importing deal room members:
go to the deal room Settings
open Export / Import tab
locate the Import section
upload an Excel file with the list of your members
The file must include separate columns for: first name, last name, email, access. Access refers to the member group you want to add the person to.
After importing members, you need to send them invitations from the Members page. If you don't want to send the invites one by one, you can use the status filter "Not invited", select all members that match the filer and choose "Invite to deal room" from the Actions menu that appears on top of the members list.
You can learn more about adding and managing members from this video.
Please note that each member you add to your members list, regardless of whether or not they have been invited or have joined the deal room, takes up one member seat in your deal room.
There are two ways to collect member applications, depending on whether you want new members to have no access or limited access to your deal room content as soon as they join.
If you want new members to have no access to your deal room content until they get approved
Activate the application link for the group you want to onboard members who apply on the link to (by following the instructions above under #2)
Tick the “Approval required” checkbox in the Application link setup dialogue
Copy the application link and share it with relevant people
When the application link is active, you can also preview the member application form using the "Preview the form" button that appears at the top of the application link setup dialogue.
Do not share the preview link with potential members. Share the application link.
Members who join via an application link with approval requirement can only do the following until they get approved:
See and update their provided information (investor profile and/or personal details)
See, add and sign member documents
Pay the requested fee (applicable only if they belong to a monetized member group)
As long as new members are not approved (are pending), they are visible only to members with full edit access to members and do not count toward the deal room’s member limit. Pending members cannot be included in deal room activities, meaning you cannot add them to funding rounds, invite them to events, or similar. However, you are able to communicate with them by sending them emails from Dealum.
Members who have full edit access to members receive notifications about join requests and can approve new members. Pending members are always shown and highlighted at the top of the members list. When you approve a member, they will get permissions of the member group they applied to.
To decline a join request, simply delete the pending member.
If you want new members to immediately have limited access in the deal room
You should set up a dedicated member group for them that would have limited access rights of your choice in the deal room (e.g. access only to events and admins in the deal room’s members list, or similar), activate the application link for this group and deactivate the approval requirement. Members who join this group via the application link will immediately start seeing the content of your deal room according to the permissions you have configured for it (without having to wait for approval). They will also immediately count toward your deal room’s member limit.
After receiving and reviewing a profile of a potential member, you can move them to a member group that has access to more deal room content (the group you are regularly using for your active members).
Regardless of which one of these options you use, it's recommended to activate the investor profile requirement for new members if you want to learn about their background before giving them regular access.
If the "Investor profile" checkbox is ticked for a specific member group in Member groups setup, then people who're joining that member group are required to create an investor profile. Their profiles include information about their investment background/experience and investment interests. You can also ask them to provide other kind of additional information. To set up a custom application form for a certain member group, please get in touch with your account manager.
You can view the profiles of your deal room members when you go to the Members page in your deal room and click on member names.
Similarly to creating a member group with limited access rights for applicant members, you can also set up a designated access group with minimal rights for your former members if they still need to see some information in your deal room, such as the investments they have with you.
Dealum also offers a special type of member seats - alumni seats - for storing such members in the deal room at a lower cost. You can read more about alumni seats here.
If a member leaves your deal room, they will remain in the members list. You can open the Members page, find the member from the list and use the action "Invite to deal room" to invite them back to your deal room. As a result, they will receive an email with an invitation link on which they can regain access to the deal room.
How to collect member applications?
How to view the profiles of deal room members?
How to add former/inactive members with limited access?
How to reinvite a member who has accidentally left the deal room?
How to add network members or investment partners, team members and other people to my deal room?
Adding members one by one
To add members to your deal room:
navigate to the Members page from the left-side menu
click on "Add Member" at the top of the members list
fill in the required fields (email, first name) and any other information you wish and choose which access group you want to add the new member to
optionally, add an additional message to the member that will be included in the invitation email they will receive
click "Save"
If you don't want to send an invite to the member immediately, you can untick the "Send invitation to member" checkbox before clicking on "Save". If you do that, you can send the member an invitation later at any point in time by using the "Invite to deal room" action available in the members list next to the member.
Invited members can join your deal room by going on the invitation link in the invitation email.
Using member application link
If you need to invite a large number of team members, you don't have to add them one by one. Instead, you can send them a dedicated link for joining the deal room. To find the link:
go to deal room settings
open the Links tab
scroll down to the Member application section
copy the link of the member group you want to invite them to join
send the link to relevant members
If you cannot find the link for a group you have created:
navigate to the Members page from the left-side menu
open the menu from the arrow in the right top corner of your members list
choose "Groups setup"
in Application link column, click on "Disabled" for the group you want to activate an application link for
tick the "Application link active" checkbox (you can copy the link that appears from the same window if you wish)
click "OK"
click "Save" at the bottom of the window
Importing members from an Excel
You could also import a large number of members. For importing deal room members:
go to the deal room Settings
open Export / Import tab
locate the Import section
upload an Excel file with the list of your members
The file must include separate columns for: first name, last name, email, access. Access refers to the member group you want to add the person to.
After importing members, you need to send them invitations from the Members page. If you don't want to send the invites one by one, you can use the status filter "Not invited", select all members that match the filer and choose "Invite to deal room" from the Actions menu that appears on top of the members list.
You can learn more about adding and managing members from this video.
Please note that each member you add to your members list, regardless of whether or not they have been invited or have joined the deal room, takes up one member seat in your deal room.
How to collect member applications?
There are two ways to collect member applications, depending on whether you want new members to have no access or limited access to your deal room content as soon as they join.
If you want new members to have no access to your deal room content until they get approved
Activate the application link for the group you want to onboard members who apply on the link to (by following the instructions above under #2)
Tick the “Approval required” checkbox in the Application link setup dialogue
Copy the application link and share it with relevant people
When the application link is active, you can also preview the member application form using the "Preview the form" button that appears at the top of the application link setup dialogue.
Do not share the preview link with potential members. Share the application link.
Members who join via an application link with approval requirement can only do the following until they get approved:
See and update their provided information (investor profile and/or personal details)
See, add and sign member documents
Pay the requested fee (applicable only if they belong to a monetized member group)
As long as new members are not approved (are pending), they are visible only to members with full edit access to members and do not count toward the deal room’s member limit. Pending members cannot be included in deal room activities, meaning you cannot add them to funding rounds, invite them to events, or similar. However, you are able to communicate with them by sending them emails from Dealum.
Members who have full edit access to members receive notifications about join requests and can approve new members. Pending members are always shown and highlighted at the top of the members list. When you approve a member, they will get permissions of the member group they applied to.
To decline a join request, simply delete the pending member.
If you want new members to immediately have limited access in the deal room
You should set up a dedicated member group for them that would have limited access rights of your choice in the deal room (e.g. access only to events and admins in the deal room’s members list, or similar), activate the application link for this group and deactivate the approval requirement. Members who join this group via the application link will immediately start seeing the content of your deal room according to the permissions you have configured for it (without having to wait for approval). They will also immediately count toward your deal room’s member limit.
After receiving and reviewing a profile of a potential member, you can move them to a member group that has access to more deal room content (the group you are regularly using for your active members).
Regardless of which one of these options you use, it's recommended to activate the investor profile requirement for new members if you want to learn about their background before giving them regular access.
How to view the profiles of deal room members?
If the "Investor profile" checkbox is ticked for a specific member group in Member groups setup, then people who're joining that member group are required to create an investor profile. Their profiles include information about their investment background/experience and investment interests. You can also ask them to provide other kind of additional information. To set up a custom application form for a certain member group, please get in touch with your account manager.
You can view the profiles of your deal room members when you go to the Members page in your deal room and click on member names.
How to add former/inactive members with limited access?
Similarly to creating a member group with limited access rights for applicant members, you can also set up a designated access group with minimal rights for your former members if they still need to see some information in your deal room, such as the investments they have with you.
Dealum also offers a special type of member seats - alumni seats - for storing such members in the deal room at a lower cost. You can read more about alumni seats here.
How to reinvite a member who has accidentally left the deal room?
If a member leaves your deal room, they will remain in the members list. You can open the Members page, find the member from the list and use the action "Invite to deal room" to invite them back to your deal room. As a result, they will receive an email with an invitation link on which they can regain access to the deal room.
Updated on: 19/06/2024
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