Articles on: Dashboard

Deal room dashboard

You can use the deal room dashboard for sharing updates, news and videos with your deal room members, and to highlight company applications or deal room events together with a message in the Updates tab. If you post a link to a YouTube, Vimeo or Loom video (using the video link option), it will be embedded in the update (unless the settings of the specific video restrict it). Members can like the updates. It’s also possible to start discussions on the dashboard in the Discussions tab.

Additionally, you can add important information or a welcome message for new members to the right sidebar. The sidebar can also be used for pinning any important documents you want to give your members easy and quick access to.

Members do not receive notifications about things posted on the dashboard (except for new messages in discussions they’re participants of when such notifications are turned on). The dashboard is the first thing your members see when they open your deal room (unless their access to dashboard is disabled).

You can choose which member groups have the right to manage or view the dashboard when you go to Members > Edit groups and configure Dashboard access.

Updated on: 19/12/2022

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