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How can I share a deal?

How to share a deal

Julien Fissette avatar
Written by Julien Fissette
Updated over a week ago

There are two different ways for you to share a deal.

You should first click on the "Invite" button on the top right corner of the deal page.

You will then be able to:

  • Invite members via email by writing comma-separated email addresses:

    • The members you have invited will receive a personal invitation on their email address.

    • This invitation is strictly linked to their email address, so forwarding it or trying to connect with another email address will not work.

  • Create an invitation link to share through other means (email, whatsapp, social media, ...).

    • You can set-up different policy levels for the link:

      • "Invitation only" deactivates the invitation link, this is the default mode

      • "Request access" requires members to log in to Roundtable, then request access to you to see deal information. This enables you to review who accesses your deal.

      • "Open" allows anyone to log in to their Roundtable account or create one, then see your deal's information. You will still be able to know who accessed the deal.

To know more about deal-sharing restrictions, read To how many people can I share a deal?

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