Editor

• Edit Deal Information, this is the same information you added when creating the deal
• Adjust your Visibility Settings and Confidential Access Settings

Visibility Settings	Confidential Access Settings
Listed: Listed deals will show up in search results and the activity feed once the deal is launched.	Automatically Approve Signed CAs: Automatically approved CAs will immediately give users access to deal documents when they sign a CA.
Unlisted: Unlisted deals can only be shared via link or email from the deal team.	Manually Approve Signed CAs: Signers will need to be manually approved by a deal team member to receive access. Manually approved CAs will email the deal team member for approval before granting access to deal documents.
Hidden: Hidden deals can only be seen by team members. Links to the deal page and data room will only be accessible to team members.	Auto-approve Investor CAs; Manually Approve Broker CAs: Investors will immediately receive access to deal documents when they sign a CA. Brokers will need to be manually approved by a deal team member to receive access. If no broker CA is designated, the same CA will be used for both.
	No CA Approvals Required (Fully Public): Anyone can access deal documents without signing a CA. All deal room files must be public to access this option.

• Design your deal page. Sections with * are required sections.
• Manage/Edit the deal team
  • Manage notifications by clicking the bell icon next to each contact’s name
  • Add contacts to your deal team by searching their email or name
  • Adjust Lead Broker, Highlighted Users, and Asset Owner using the drop downs. This will change what is reflected publicly and on the marketing report.