Once a meeting has finished, anyone that had access during the call will also retain access right after the call. Although people will get a different view depending on their participant type, check out What does the buyer see? for more info.

Each meeting has a passcode, this is a small layer of security so that you can create a quick link to share with anyone that you'd like to give access to.

Click the "Share" button in the top right

Check the status of highlights, remember only highlights that are set to "visible to everyone" will be seen in the Buyer view.

Either use Salesroom AI Assistant to generate an email you can share with people.

Or simply copy the Link and Passcode.

Clicking a link that has a passcode will show the user a pre-filled form with the code. If they are signed in then we don't need to capture a name, if not we'll ask for a name so we can let you and any others in the meeting know that someone has just joined the recap page!

If the passcode has been refreshed since the link was shared, or doesn't work for some reason, then user can also request access by submitting their email address. This will trigger a notification to the owner and any other sellers in that meeting asking them to approve access or not. Once approved that user will be emailed a magic link to give them access to the recap page.

At anytime you can remove people from a meeting via the Access Control. Here you will see a list of participants and a button to remove. Note, you cant remove organization owners (or yourself if you're the meeting owner!).

Simply click the refresh icon to change the passcode and invalidate any previous links. Note: this will not revoke access to people that have already joined the recap, see notes above for how to remove people.