How do comments work?
Effective communication and streamlined collaboration are the keys to success when managing requests in DealRoom. In this article, we will explore a range of valuable features that enhance the way you interact and engage with comments, ensuring a seamless and efficient workflow.
How to make a comment on a request
How to control the visibility of your comment
How to change the default visibility for comments
How to require approval by admins for comments
How to delete a comment
Navigate to the Requests tab and click on the desired request to open it.
Locate the comment box next to your profile picture. Type your comment in this box.
When finished, click the Comment button.
Tip: With comments, you can attach documents 📎 from the data room, tag people ( @), or reference other requests ( #).
Note: From the requests overview, comments that are unread will have a blue comment icon. Comments that are read will be gray. Comments that need approval will be yellow.
Comments play a vital role in facilitating seamless communication and improving workflow efficiency on requests. However, there are instances when privacy concerns arise, and you may want to restrict the visibility of your comments to specific groups or departments. DealRoom provides a solution for this.
When making a comment on a request in DealRoom, you have three options to control the visibility of your comment:
Open: This selection allows all groups with access to the request to view your comment.
My group only: By choosing this option, your comment will be visible only to members within your own group.
Private comment to other groups: This selection enables you to make a private comment that is visible to specific groups other than your own.
This setting can be found below the comment box on a request, in the lower right. Your display may show the default of Open or My group only. To change the visibility of your comment, select this.
A pop-up menu will appear. Select who you'd like to be able to view this comment.
Tip: Once a comment is submitted, it can be edited or deleted. You can also change the visibility of it later on (i.e. from My group only to Open).
Here are some examples of what comments look like. In order from top to bottom:
Open comment
My group only
Private comment to Legal group
Note: If a comment is private, it will have a lockbox icon next to the name of the person who made the comment. If the author is anonymous, this means it's left by another group in the room you don't have access to see. Optionally, admins can adjust this in the permissions.
As an admin, you can change the default visibility settings for comments. To do this:
Go to the Settings tab and select General from the left menu.
From here, you can change the Administrators default comment and the Non-administrators default comment.
Select Public to make the default for comments Open.
Select Group to make the default for comments My group only.
In DealRoom, you have the option to grant admins the ability to approve and edit open comments made by specific groups. This feature ensures better control and oversight over the comments posted on requests.
Go to the Permissions tab at the top.
Select the group from the left menu.
From the top bar, select Requests Permissions.
Within the section labeled Approve Public Comments, check the corresponding box.
Note: Comments that require approval will be marked with a yellow triangle indicator. Admins have the authority to approve, or delete these comments by selecting the respective buttons.
Note: By default, users will be able to create comments. If you'd like a group to not be able to comment, you can turn on the "Approve public comments" permission so that only admins can view the comments made.
Locate the Comment: Find the comment you want to delete.
Click the Menu: Click the three dots (...) at the top right corner of the comment.
Select Delete: Choose the "Delete" option from the menu.
Your comment will be removed immediately.
If you need any further assistance or have additional questions, please don't hesitate to reach out to our support team.
How do I create and use labels?
How do I create custom statuses?
How do I create new groups?
In this article, we'll cover:
How to make a comment on a request
How to control the visibility of your comment
How to change the default visibility for comments
How to require approval by admins for comments
How to delete a comment
How to Make a Comment on a Request
Navigate to the Requests tab and click on the desired request to open it.
Locate the comment box next to your profile picture. Type your comment in this box.
When finished, click the Comment button.
Tip: With comments, you can attach documents 📎 from the data room, tag people ( @), or reference other requests ( #).
Note: From the requests overview, comments that are unread will have a blue comment icon. Comments that are read will be gray. Comments that need approval will be yellow.
Controlling Comment Visibility on Requests in DealRoom
Comments play a vital role in facilitating seamless communication and improving workflow efficiency on requests. However, there are instances when privacy concerns arise, and you may want to restrict the visibility of your comments to specific groups or departments. DealRoom provides a solution for this.
When making a comment on a request in DealRoom, you have three options to control the visibility of your comment:
Open: This selection allows all groups with access to the request to view your comment.
My group only: By choosing this option, your comment will be visible only to members within your own group.
Private comment to other groups: This selection enables you to make a private comment that is visible to specific groups other than your own.
This setting can be found below the comment box on a request, in the lower right. Your display may show the default of Open or My group only. To change the visibility of your comment, select this.
A pop-up menu will appear. Select who you'd like to be able to view this comment.
Tip: Once a comment is submitted, it can be edited or deleted. You can also change the visibility of it later on (i.e. from My group only to Open).
Here are some examples of what comments look like. In order from top to bottom:
Open comment
My group only
Private comment to Legal group
Note: If a comment is private, it will have a lockbox icon next to the name of the person who made the comment. If the author is anonymous, this means it's left by another group in the room you don't have access to see. Optionally, admins can adjust this in the permissions.
Changing Default Comments from Open to My Group Only
As an admin, you can change the default visibility settings for comments. To do this:
Go to the Settings tab and select General from the left menu.
From here, you can change the Administrators default comment and the Non-administrators default comment.
Select Public to make the default for comments Open.
Select Group to make the default for comments My group only.
Require Approval By Admins for Comments
In DealRoom, you have the option to grant admins the ability to approve and edit open comments made by specific groups. This feature ensures better control and oversight over the comments posted on requests.
Go to the Permissions tab at the top.
Select the group from the left menu.
From the top bar, select Requests Permissions.
Within the section labeled Approve Public Comments, check the corresponding box.
Note: Comments that require approval will be marked with a yellow triangle indicator. Admins have the authority to approve, or delete these comments by selecting the respective buttons.
Note: By default, users will be able to create comments. If you'd like a group to not be able to comment, you can turn on the "Approve public comments" permission so that only admins can view the comments made.
How to Delete a Comment
Locate the Comment: Find the comment you want to delete.
Click the Menu: Click the three dots (...) at the top right corner of the comment.
Select Delete: Choose the "Delete" option from the menu.
Your comment will be removed immediately.If you need any further assistance or have additional questions, please don't hesitate to reach out to our support team.
Relevant Articles:
How do I create and use labels?
How do I create custom statuses?
How do I create new groups?
Updated on: 13/11/2024
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