Aligned

When and how to share your room and an example email explaining your room

Rooms: Share with a prospect after your first call

How to get access to a colleague's Room so you can share it: collaborator access, ownership transfer, or duplicating it.

How do I share a colleague's Room?

Who can see the Rooms you own — by role — and how Admins change account-wide Room visibility in the Admin Center.

Can other users on my account see my Rooms?

What you can change in a Room's look — layout, colors, and banner — where each control lives, and who can change it.

How do I change the layout and design of my Room?

The two automatic emails buyers receive, the alerts Aligned sends you, and how to control both.

Room reminders: automatic emails to buyers and alerts to sellers

When and how to share a room with a customer

Rooms: Share with a customer during onboarding

Room Collaborators: Add colleagues to your Room

Security tests that Aligned has passed and raising the sharing permission of your rooms

Room Security: Protect uploaded information with sharing permissions

How to make a team mate the owner of your room instead of you.

Room Ownership: Transfer ownership to a teammate

Email Invites: Customize Room invite emails and templates

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How to share a room with prospects/customers/colleagues

Sharing A Room

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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