Setting up your Room
How do I add members to my room?
There are 2 ways to add members to a room: Add members from the People tab Add members from inside the room Adding members from the People tab As an admin, select the People tab from the left menu. In the upper-right corner, click New Person. (https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/screenshot-2023-05-16-at-11Few readersHow do I create new groups?
How to Create New Groups Go to the Permissions tab. From the left menu, locate the plus (+) icon next to the word Groups, and click on it. A pop-up window will appear, prompting you to enter the desired name for the new group. Once you have entered the name, click the Add button. (https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb80Few readers
Integrations
How do I setup and use the Outlook plugin?
Installing the Microsoft Outlook plug-in The DealRoom Add-In for Outlook helps you move conversations along by bringing context from an email To Download the plugin, follow these steps: In Outlook, click Home Get Add-ins on the ribbon. On the Add-Ins for Outlook page, browse for the add-in “DealRoom” by typing it into the Search box. (https://storage.crisp.PopularHow to set up Slack integration
Room administrators can enable Slack integration from Room Settings. The integration links DealRoom with a specific Slack channel. When you click the "Add to Slack" button, you will be taken to a screen with instructions to follow to with instructions to connect your Slack channel with room in DealRoom Slack instructions (https://storage.crisp.chat/users/helpdesk/website/27fSome readers
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.Few readersOverview of the Member Card
Overview of the Member Card In DealRoom, each individual invited to the platform is assigned a member card, a repository of valuable information that promotes efficient collaboration and communication among users. To find the member card, follow these steps: Navigate to the People tab from the left menu. Here, you'll find a comprehensive list of all users associated with your DealRoom rooms. Simply click on a member to open their card.Few readersHow do I set an NDA?
How to Set a Non-Disclosure Agreement In DealRoom, we've provided the option to require an NDA to be signed before accessing the deal room. To set one, follow these steps: Navigate to the Settings tab at the top right. Select Non-disclosure agreement from the left menu. From the drop-down menu, select to have the NDA appear: First Login Every Login If you choose, edit the text of the NDA in the text box. Once finished, click Save.Few readers