Use Case 14
Work with advisors
Platform walkthrough
Learn from the actual platform screens and written steps, then perform the authorized actions in your own workspace. Actions explained in the video are not necessarily completed in the example.
Browse use cases for BuyerStep-by-step guide
The same walkthrough in writing, with a screenshot for every step.
This walkthrough uses actual platform screens. Actions requiring an authorized user are explained for you to perform in your workspace.
1. Agree the collaboration need
Find the relevant accessible deal. Define task, side and required evidence before changes or invitations. Q&A captures explain an organiser’s fictional room.
2. Keep team discussion on the right side
In the permitted room, inspect Q&A → Team → Only your team can see. Check Open / Answered. This captured organiser room explains audience boundaries; no note is posted.
3. Prepare the shared question carefully
Inspect Q&A → Everyone → Everyone in this room can see. Use Ask to prepare a precise draft; posting requires the final Ask action. Review audience and wording. No question is posted.
4. Review the outcome and next step
Verify adviser membership and NDA requirements before sharing. Keep private team reasoning in Team and evidence questions for permitted participants in Everyone, where appropriate. If access controls are unavailable, ask the organiser. This guide adds no adviser and posts no question; a drafted question needs a separate reviewed Ask action to notify the room.
Common questions
Short answers to what people ask most about this part of the product.
Do advisers inherit all my permissions?
No. Each has their own membership, role, side and NDA requirements. The organiser grants only the appropriate authorised scope.
Where should private adviser reasoning go?
Use Team where your permitted room labels Only your team can see. Everyone is room-visible, so review audience before sharing internal analysis or posting a question.
Why are the shown controls in English?
These real platform captures use English labels. Italian narration and instructions retain them so you can identify the exact shown controls.
Video transcript
Your accountant and lawyer need to help review an acquisition with access appropriate to their work. Find the opportunity on your side in Deal Room. Before invitations, agree what each adviser must answer and which files are needed. The room Q and A example shows internal and room-shared audiences, without adding participants. In the room’s Q and A, Team is labelled Only your team can see. Use that audience for internal review rather than assuming every discussion belongs with all participants. Open and Answered help distinguish unresolved questions from responses. Visibility is controlled by room membership and permissions. Check which team and room you are in before adding a note; this demonstration posts nothing. Everyone is labelled Everyone in this room can see; it is room-visible, not public on the website. Use a specific evidence question that those permitted participants can answer. Ask opens a draft and the posting control submits it, so review the audience and wording first. Keep private team commentary out of shared questions. Verify adviser membership and NDA requirements before sharing. Keep private team reasoning in Team and evidence questions for permitted participants in Everyone, where appropriate. If access controls are unavailable, ask the organiser.
Watch the video, or follow the written steps below. Both cover the same walkthrough.
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