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Creating and sharing my first room (First Aligned user in my company)

As the first Aligned user in your company you can use Aligned's pre-built templates in order to guide you when creating your first room

Harriet Shakked avatar
Written by Harriet Shakked
Updated over 2 years ago

If you are the first Aligned user in your company with no colleague rooms or templates to view, you can view Aligned's templates to get ideas for how to build your first room.

  • Click on All Templates

  • Toggle to Aligned Templates

  • Select the relevant template according to your role

  • Click on + Use Template

  • Add your customer's name under Company Name

  • Search for your customer's logo

  • Click create

You can then write your own welcome message

and remove/add relevant content such as files or links in the different sections of the room.

Sharing your room

Before you share your room, click the Preview button at the top of your room to see what your prospect or customer will see.

Once you are happy to share your room, click the Share button in the top right hand corner of your room.

  • Enter the email addresses of the prospects/customers you want to share your room with

  • Or create a link (to send in an email to your prospects/customers)

  • Choose the relevant permission setting (for more information see Article: Sharing my room with prospects and customers)

  • Share!!

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