Articles on: Getting Started/Set up

Overview of the People Tab

Overview of the People Tab

The People tab is a powerful tool that offers a centralized and organized way to manage user information.

To begin, navigate to the People tab located in the left menu.
Here, you'll find a comprehensive list of all users associated with your DealRoom rooms. You can conveniently export this data by clicking the Export button at the top right corner.
To invite a new user, simply click the blue New person button at the upper right corner.

Note: We recommend adding users directly from the Room itself, especially in the Permissions tab. This way, you can establish and configure their permissions right from the start.

A pop-up window will emerge. Enter the user's email, select the relevant room for the invitation, choose an appropriate permission set, and optionally add a message.
Click Submit. The user will receive an email inviting them to join.

Upon creating an account, users will be prompted to fill out crucial fields, including First Name, Last Name, Company, Role, and Phone Number.

Tip: You can enhance the member card with custom fields to store additional valuable information. To do this, navigate to Settings > Custom fields > User.

Creating an Announcement

As an administrator, you have the privilege to create announcements that deliver immediate notifications to all users. This feature serves as a quick method to disseminate crucial information, ensuring that everyone remains informed about important news and updates.

Within the People tab, locate and click the Create announcement button situated at the top right corner.

A pop-up window will appear, prompting you to select the room, specify the target group(s), and compose the message.

Once finished, click Send message.

Users selected to receive the announcement will receive a notification in their inbox and the Notifications tab.

If you require further assistance or have additional queries, feel free to contact our support team.

Relevant Articles:

How do I deactivate members from the People tab?
How do I set pipeline permissions?
How do I set up custom phases and fields in the Pipeline?

Updated on: 01/09/2023

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