Managing access of deal room members
How to give different deal room members different access in the deal room? How to create and edit member (access) groups?
How to change access of a deal room member?
Can I add members to my deal room and hide all the data from them?
What happens when a member leaves the deal room?
There are two default access levels in every created deal room — Member and Admin. Admins have full access to deal room settings and all functionalities in the deal room while Members have limited access.
It is also possible to create more custom access groups and edit the rights and names of the existing groups (except for editing the rights of the group you currently belong to) as well as to delete any groups no members belong to. To configure member access groups:
open your deal room from your user home view
navigate to the Members page from the left-side menu
click on the settings icon which displays “Groups setup”
Alternatively, you can access the groups configurator from deal room settings > Preferences > Member groups (in the Setup section).
You can configure the following for each group:
Companies access
No access (cannot see any company applications in the deal room)
View companies (can view company applications in discover, funnel and database steps they have access to)
View and communicate (can view company applications in discover, funnel and database steps they have access to and contact companies through Application discussion)
View companies and create funding rounds (can view applications in the deal room; can create and edit funding rounds, when activity access is also marked as full access)
Full edit access (in addition to 'View companies and create funding rounds' rights can move company applications in the funnel, send emails to companies, request more information from companies, manage tags, tasks and assignees of company applications, add information to company applications for internal use in the deal room, lock/unlock company changes, add companies to the deal room, and view company application activity logs)
Members access
No access (cannot see the list of other members)
View names (can only see the names of other deal room members and send them emails)
View investor profile (can see the list of other deal room members together with their investor profiles (if available) and send them emails but cannot see contact details)
View members (can see the list of other deal room members together with their contact details and investor profiles (if available) and send them emails)
Full edit access (in addition to 'View members' rights, can add members, remove members, change members' access, add tags and notes to members, view and upload member documents, and view member activity logs)
Activity access
No access (cannot access Funding and Discussions tabs on company applications, voting, and Application documents, can view dashboard discussions if they have view dashboard access)
Full access (can view and participate in all discussions they have access to, can view and mark funding interests on company applications, can view Application documents, can participate in voting rounds and view voting results)
Portfolio access
No access (cannot access any portfolio information)
View own investments (each member can see only those portfolio companies he/she has invested in and the size of his/her investment)
View own investments and all companies (can view funding round level information about all companies in portfolio and detailed information about own participation in funding rounds)
View own investments and all member names (can view funding round level information about all companies in portfolio, names of investors who invested in each funding round and detailed information about own participation in funding rounds)
View everything (can view all portfolio companies together with information about which members and how much have invested in each deal)
Full edit access (can view all portfolio companies together with information about which members and how much invested in each deal and edit portfolio information)
Events access
View invited to (view the events which participants lists they're included in)
View events (view all deal room events except for those which visibility has been limited to participants only)
Full access (set up and edit events and invite participants)
Documents access
No access (no access to the deal room's documents section)
View documents (view deal room documents)
Full access (upload and manage deal room documents)
Dashboard access
No access (cannot access the deal room dashboard)
View dashboard (can view deal room dashboard)
Full access (can view deal room dashboard, post updates and edit the intro section on the dashboard)
Settings access
No access (cannot access deal room settings)
Full access (can change deal room’s preferences, setup and billing info, edit deal room’s profile, and export and import data, view activity logs)
Investor profile
If the "Investor profile" checkbox is ticked for a specific member group, then people who're joining that 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.
Application link
You can activate an application link for any groups you want people who are not members yet to be able to join via that link
Additionally, you can configure steps access and groups access for your member groups:
Steps access
In Steps access, you can configure the accessibility of funnel steps to different member groups. You can also configure what level of information each group can see on company applications in each funnel step. The options are:
No access – the group doesn’t have access to the given funnel step.
Overview – group members have access only to information that is available in the Overview tab on company applications.
Details – group members have access to information that is available in the Overview and Details tab on company applications.
Reporting (full access) – group members have access to full information about companies in the step.
Steps access doesn’t affect members’ access to application comments or application documents.
Groups access
In Groups access, you can configure member groups’ visibility to member groups. This is applicable for groups whose members access has been configured as “View names” or higher. You can disable visibility of specific member groups to any chosen groups or choose what level of information they can see about members who belong to any specific group. The latter is applicable only when the groups’ members access has been configured as “View members” or higher. You can choose between the following access levels:
No access – the group cannot see members of the corresponding group in the deal room’s members list.
Overview – the group would see almost all investor profile information of members in the corresponding group, excluding answers to the questions “Your background”, “Indicative annual investment amount” (if this question has been activated for the specific group), address questions that are more detailed than city (if used) and any custom questions you have asked your account manager to add to the member application form of the corresponding group with the “Details” or “Confidential” access level.
Details – the group would see the same profile information of members in the corresponding group that is visible with the “Overview” level + “Your background”, “Indicative annual investment amount” (if this question has been activated for the specific group), address questions that are more detailed than city (if used) and any custom questions you have asked your account manager to add to the member application form of the corresponding group with the “Details” access level.
Confidential - group would see the same profile information of members in the corresponding group that is visible with the “Details” level + answers to any custom questions you have asked your account manager to add to your member application form of the corresponding group with the “Confidential” access level.
You can change the access of each member by assigning them to the any desired member access group you have set up in the deal room.
To move a member to a different access group:
go to the Members page in your deal room (from the left-side menu)
locate the relevant member in the members list
open the actions menu of the member
choose “Edit”
change the value for “Access”
click “Save”
You can also multi-select members to change access of multiple members at once.
You can create create a member group that doesn't have access to deal room content by configuring all access types as "No access" or the lowest available level for them. You have to use "View invited to" for Events access but members of this access group would not see any events in your deal room if you don't invite them to any events.
Members have an option to remove themselves from your deal room. When they do it, the following happens:
The member who left will no longer be able to access your deal room and cannot restore their access on their own
Members with full edit access to the members list receive a notification about the member having left
The member who left stays in your members list and still occupies a member seat
You should review the situation and decide whether you delete them from your members list completely or reinvite them to the deal room by using the “Invite to deal room” action
If you reinvite the member and they rejoin, their account will remain connected to their investments in your deal room’s portfolio, funding interests they had marked on applications, tasks assigned to them and other similar items.
When you remove the member from the members list, those connections will be permanently terminated.
You can learn more about adding and managing members from this video.
How to change access of a deal room member?
Can I add members to my deal room and hide all the data from them?
What happens when a member leaves the deal room?
How to give different deal room members different access in the deal room? How to create and edit member (access) groups?
There are two default access levels in every created deal room — Member and Admin. Admins have full access to deal room settings and all functionalities in the deal room while Members have limited access.
It is also possible to create more custom access groups and edit the rights and names of the existing groups (except for editing the rights of the group you currently belong to) as well as to delete any groups no members belong to. To configure member access groups:
open your deal room from your user home view
navigate to the Members page from the left-side menu
click on the settings icon which displays “Groups setup”
Alternatively, you can access the groups configurator from deal room settings > Preferences > Member groups (in the Setup section).
You can configure the following for each group:
Companies access
No access (cannot see any company applications in the deal room)
View companies (can view company applications in discover, funnel and database steps they have access to)
View and communicate (can view company applications in discover, funnel and database steps they have access to and contact companies through Application discussion)
View companies and create funding rounds (can view applications in the deal room; can create and edit funding rounds, when activity access is also marked as full access)
Full edit access (in addition to 'View companies and create funding rounds' rights can move company applications in the funnel, send emails to companies, request more information from companies, manage tags, tasks and assignees of company applications, add information to company applications for internal use in the deal room, lock/unlock company changes, add companies to the deal room, and view company application activity logs)
Members access
No access (cannot see the list of other members)
View names (can only see the names of other deal room members and send them emails)
View investor profile (can see the list of other deal room members together with their investor profiles (if available) and send them emails but cannot see contact details)
View members (can see the list of other deal room members together with their contact details and investor profiles (if available) and send them emails)
Full edit access (in addition to 'View members' rights, can add members, remove members, change members' access, add tags and notes to members, view and upload member documents, and view member activity logs)
Activity access
No access (cannot access Funding and Discussions tabs on company applications, voting, and Application documents, can view dashboard discussions if they have view dashboard access)
Full access (can view and participate in all discussions they have access to, can view and mark funding interests on company applications, can view Application documents, can participate in voting rounds and view voting results)
Portfolio access
No access (cannot access any portfolio information)
View own investments (each member can see only those portfolio companies he/she has invested in and the size of his/her investment)
View own investments and all companies (can view funding round level information about all companies in portfolio and detailed information about own participation in funding rounds)
View own investments and all member names (can view funding round level information about all companies in portfolio, names of investors who invested in each funding round and detailed information about own participation in funding rounds)
View everything (can view all portfolio companies together with information about which members and how much have invested in each deal)
Full edit access (can view all portfolio companies together with information about which members and how much invested in each deal and edit portfolio information)
Events access
View invited to (view the events which participants lists they're included in)
View events (view all deal room events except for those which visibility has been limited to participants only)
Full access (set up and edit events and invite participants)
Documents access
No access (no access to the deal room's documents section)
View documents (view deal room documents)
Full access (upload and manage deal room documents)
Dashboard access
No access (cannot access the deal room dashboard)
View dashboard (can view deal room dashboard)
Full access (can view deal room dashboard, post updates and edit the intro section on the dashboard)
Settings access
No access (cannot access deal room settings)
Full access (can change deal room’s preferences, setup and billing info, edit deal room’s profile, and export and import data, view activity logs)
Investor profile
If the "Investor profile" checkbox is ticked for a specific member group, then people who're joining that 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.
Application link
You can activate an application link for any groups you want people who are not members yet to be able to join via that link
Additionally, you can configure steps access and groups access for your member groups:
Steps access
In Steps access, you can configure the accessibility of funnel steps to different member groups. You can also configure what level of information each group can see on company applications in each funnel step. The options are:
No access – the group doesn’t have access to the given funnel step.
Overview – group members have access only to information that is available in the Overview tab on company applications.
Details – group members have access to information that is available in the Overview and Details tab on company applications.
Reporting (full access) – group members have access to full information about companies in the step.
Steps access doesn’t affect members’ access to application comments or application documents.
Groups access
In Groups access, you can configure member groups’ visibility to member groups. This is applicable for groups whose members access has been configured as “View names” or higher. You can disable visibility of specific member groups to any chosen groups or choose what level of information they can see about members who belong to any specific group. The latter is applicable only when the groups’ members access has been configured as “View members” or higher. You can choose between the following access levels:
No access – the group cannot see members of the corresponding group in the deal room’s members list.
Overview – the group would see almost all investor profile information of members in the corresponding group, excluding answers to the questions “Your background”, “Indicative annual investment amount” (if this question has been activated for the specific group), address questions that are more detailed than city (if used) and any custom questions you have asked your account manager to add to the member application form of the corresponding group with the “Details” or “Confidential” access level.
Details – the group would see the same profile information of members in the corresponding group that is visible with the “Overview” level + “Your background”, “Indicative annual investment amount” (if this question has been activated for the specific group), address questions that are more detailed than city (if used) and any custom questions you have asked your account manager to add to the member application form of the corresponding group with the “Details” access level.
Confidential - group would see the same profile information of members in the corresponding group that is visible with the “Details” level + answers to any custom questions you have asked your account manager to add to your member application form of the corresponding group with the “Confidential” access level.
How to change access of a deal room member?
You can change the access of each member by assigning them to the any desired member access group you have set up in the deal room.
To move a member to a different access group:
go to the Members page in your deal room (from the left-side menu)
locate the relevant member in the members list
open the actions menu of the member
choose “Edit”
change the value for “Access”
click “Save”
You can also multi-select members to change access of multiple members at once.
Can I add members to my deal room and hide all the data from them?
You can create create a member group that doesn't have access to deal room content by configuring all access types as "No access" or the lowest available level for them. You have to use "View invited to" for Events access but members of this access group would not see any events in your deal room if you don't invite them to any events.
What happens when a member leaves the deal room?
Members have an option to remove themselves from your deal room. When they do it, the following happens:
The member who left will no longer be able to access your deal room and cannot restore their access on their own
Members with full edit access to the members list receive a notification about the member having left
The member who left stays in your members list and still occupies a member seat
You should review the situation and decide whether you delete them from your members list completely or reinvite them to the deal room by using the “Invite to deal room” action
If you reinvite the member and they rejoin, their account will remain connected to their investments in your deal room’s portfolio, funding interests they had marked on applications, tasks assigned to them and other similar items.
When you remove the member from the members list, those connections will be permanently terminated.
You can learn more about adding and managing members from this video.
Updated on: 08/04/2024
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