• 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? 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 iSome readers

• 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? (https://help.dealum.com/en/article/managing-access-of-deal-room-members-1ex0spq/?bust=16860564665776-howSome readers

• Investor profiles of deal room members

  Which members can have investor profiles? How to view profiles of deal room members? How to request a profile update from members? (https://help.dealum.com/en/article/investor-profiles-of-deal-rooFew readers

• Communicating with deal room members

  Is it possible to have an internal discussion about a company between deal room members? What is the "Discussions" section on company applications about and who can see it? How to create a discussion between members that would not bSome readers

• Adding tags and internal notes to members

  How can I add tags to members? How can I add internal notes to members? How can I add tags to members? You can add tags to deal room members when application and member tags are enabled in your deal room. You can enable/disable themFew readers

• Member documents

  How can I upload member-related documents? Deal room members with ‘full edit access’ to members can attach documents to the profile of any member by opening it from the members list and navigating to the documents tab. They can decide for each document whether they want it to be visibleFew readers

• Configuring the Members page list view

  You can choose which columns are displayed in the member list view by opening the menu from the three dots in the top right corner of your member list and choosing "Select columns". In the popup view, tick the columns that you want to see in your member list. Don't forget to click “Save” when you’ve made your selection. (https://storage.crisp.chat/users/helpdesk/website/803d61f5Few readers