Organizations can add an additional layer of security to their rooms in order to prevent sharing with external parties by leveraging our Private Rooms setting.

In addition to adding more security by enabling and using Watermarking on documents, you can now create new Private Rooms or convert an existing room to a Private Room. Private Rooms restrict access to any external, unapproved users.

Important:

  • By default, the Private Room is accessible only to members of the whitelisted organization(s)

  • The Private Room feature needs to be enabled in Room Settings for each existing or new room you choose.

  • No members of unapproved organizations can be invited to the Private Room.

  • The user who created the room may request to add additional organization(s) to a Private Room by contacting support@prodeal360.com.

  • The Private Room will stay private even if the room creator is no longer active or is removed from the room.

Creating a new private room

  • Click the green NEW ROOM button at the top right of your Rooms dashboard.

  • Fill in the fields.

  • Toggle ON for the Private Room option which can be found under Show Advanced Options.

  • Click CREATE ROOM to confirm.

Converting existing rooms to private

Important:

  • You can convert existing rooms to private if they contain only members from the approved organization(s).

  • If your room has members from unapproved organization(s) or active invites for members, please remove them from the room first.

To convert your room to a private room:

  • Enter the room you want to convert to a private room.

  • Click on Settings in the left side menu.

  • Toggle ON for the Private Room option.


You can easily check your room's status from the dashboard or room directly.
All Private Rooms are marked with a lock icon.

Private room example on the dashboard

Private room example from the room view

Inviting members to a Private Room

You can add ONLY people belonging to the approved organization(s) to your Private Room (their email addresses are from a whitelisted domain).

  1. From the Teams page in your room, click Invite Users from the desired Team's card.

  2. Type the email addresses you want to add to the team (use comma as the separator).

  3. Check all the emails you've added to make sure they are correct and members of the whitelisted domain.

  4. Click Invite.

  5. The team's card will show the status of all invited members.

  6. If needed, you can Resend or Delete each individual invitation.

Learn how to add or remove a user.

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