A registered member can be a 'member' of multiple deal rooms at the same time. The Global Dashboard delivers high-level updates on the progress of these deals overall, and enables the user to access their deal rooms at any time.
The Deal Dashboard
Once you have accepted an invitation to join a deal room, you will be directed to the deal's dashboard.
If you're a member of a team given responsibility for a set of tasks in a checklist, your dashboard will enable you to track progress of those tasks that have been assigned to you and your team.
Along the top of the dashboard (just beneath the logo), you'll see the project name followed by the set of tabs.
If you can see these tabs, then your team has been given permission to open them.
In the deal dashboard example below, the team has been given access to a document tab, a checklist, the data room and Q&A Tracker. To open a tab, just click on it.
For further assistance, click on the Help icon to reveal the interactive online guidance:
The Global Dashboard
If you are a member of more than one deal room at a time, your Global Dashboard enables you to navigate between deal rooms quickly.
If you are in a deal dashboard, just click on the logo at the top of the page, or the Home icon to return to your Global Dashboard.
Once on the Global Dashboard, all active deal spaces are displayed. Click on a tile to enter a deal room.
Your global user settings are located next to your name, at the top-right hand corner of the Global and Deal Room Dashboards.
Select My Profile to change user settings such as email preferences (how often you receive daily digests, or notifications for Q&A for example), and to log-out of the platform.
Here's a quick video introduction to your dashboards:
If you have any questions, please don't hesitate to reach out to the support team by clicking on the Submit a ticket link at the bottom of the Help menu, or emailing us directly: [email protected]