Deal rooms

Where: Deal rooms

Rooms attach to an authorized open deal. Customer rooms also require the current Kdocs Pro entitlement and rollout flag.

Build a buyer room#

1. Choose an open deal and create the room.
2. Invite only the intended buyer members.
3. Add the action plan, messages, and selected Kdocs document version.
4. Review every active member and shared item before giving the buyer access.
5. Revoke a member or shared item when access should end.