You can use the deal room dashboard for sharing updates or news with your deal room members or highlighting company applications or deal room events together with a message in the Updates tab. Members can like the updates. It’s also possible to start discussions on the dashboard in the Discussions tab.

Additionally, you can add some 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 that are 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.
Was this article helpful?
Cancel
Thank you!