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Member management
Adding members to the deal room, managing their access, exporting member information.
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? You can add members to your deal room when you go to the ‘Members’ section and click ‘Add Member’. You need to fill in their email address and choose which access group you want to add them to. Optionally, you can write a personal message that will be included in the invitation email they will receive. They can join your deal room by going on the link in the invitation email. If you don't wa
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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? 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. You can change the access of each member by assigning them to the corresponding member group. This can be done by going to the 'Members' section in your deal roo
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Asking members to update their profile
Only members who have full edit access to members list in the deal room can request profile updates from other members. To request a profile update from a member, go to ‘Members’ tab in the deal room, open the additional action menu of the member and choose ‘Request profile update’. It is also possible to multi-select members and choose 'Request profile update' from 'Actions' menu (when you choose a member who has not accepted the invitation to join the deal room, option doesn't appear in 'Acti
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Exporting information about deal room members
Only members who have full access to deal room settings can export data. To export the information of your deal room members, go to your deal room Settings and open the ‘Export / Import’ tab. There you have an option to download Excel with all deal room members. The export includes the list of your deal room members together with their emails, phone numbers and other information provided on their investor profiles. You can also export the information of your deal room members by going to 'Memb
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Adding tags and internal notes 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 them in deal room Settings > Preferences > Deal room > Application and member tags. When tags are enabled, you are also able to set up a predefined list of member tags for use in your deal room in deal room preferences. You and your team members can choose tags from the predefined list as well as add tags that are not included in the list when adding tags to members. Tags
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