Remove access to a Room by switching the Room to Only Permitted Users Can View and keeping only the people or companies that should still enter. Use this when the Room was shared earlier in the deal, but you now need tighter control over who can open it. Add individuals by email address and add companies by domain. Update the permitted list any time the buying group changes.
Prerequisites & Requirements
Plan: Available on all plans
Permissions: User with permission to share the Room
Technical Specs:
Use Only Permitted Users Can View to limit access to a specific list
Add individual users by email address
Add companies by domain (for example, teamaligned.com)
How to remove someone from a Room
Open the Room.
Click Share.
Under Room Access permissions, select Only Permitted Users&Companies Can enter.
Click Edit permitted users and companies.
Keep only the people and companies that should still have access:
Add a person by email address
Add a company by domain
Remove the person or company you no longer want to allow.
Save your changes.
What the Buyer sees
A removed buyer can no longer enter the Room.
Buyers who stay on the permitted list can still access the Room normally.
How to allow only one company to enter
Open Share.
Select Only Permitted Users&Companies Can enter.
Open Edit permitted users and companies.
Enter the approved company domain.
Remove any domains you no longer want to allow.
Use this when you want to restrict the Room to one customer account instead of a broad link.
How to switch back to broader access later
Open Share.
Change the permission level to the option you want:
Anyone with a Link
Anyone with the Link (Ask for Name)
Require Email Address to Enter
Password Protection
Use this only when you want to widen access again.
Troubleshooting & Error States
Q: I removed someone, but they can still enter the Room.
Answer: Make sure the Room is set to Only Permitted Users Can View. Other permission levels won’t restrict access to a specific allowlist.
Q: I want to remove one person but keep the rest of the customer team.
Answer: Use Only Permitted Users Can View and keep only the approved email addresses or company domains in the permitted list.
Q: Should I add a company or an individual user?
Answer: Add an email address when you want to allow one specific person. Add a domain when you want to allow everyone from that company.
Q: I set a password, but I still want to block one specific person.
Answer: Use Only Permitted Users Can View. Password Protection adds a gate, but it does not create a person-by-person allowlist.
Pro-Tips
Move the Room to Only Permitted Users Can View before you share pricing, legal, security, or procurement content.
Review the permitted list before every major update so only the current buying team keeps access.