How to add or remove collaborators to a Deal Room

What is a collaborator?

A collaborator is another Spekit user you bring onto a Deal Room to work alongside you on the same deal. Think of it as the internal team behind a single buyer-facing room — the people who need to see what's happening and help keep it current, even though they're not the one who created it.

Common collaborators include:

• Sales Engineers (SEs) adding technical content or answering deep product questions
• Managers staying looped in on active deals without asking for a status update
• CSMs picking up context ahead of a handoff
• Other reps covering a territory or working the deal alongside you

Adding the right collaborators is especially useful for clean handoffs — if an account changes hands or a deal moves from sales to post-sale, a collaborator already has full context and access instead of starting from a cold handoff email.

What collaborators get

Once added, a collaborator has:

• Full edit access — they can add, remove, and reorganize content and sections just as you can
• Notifications for all Deal Room activity, including buyer engagement
• Analytics access — the same Recent Activity and Content Activity views you see, so they can track buyer engagement without asking you for updates

Important: collaborator access is all-or-nothing — there's no view-only permission. Anyone added as a collaborator gets full edit rights. If you just want someone to see the Deal Room without being able to change it — for example, sharing progress with a stakeholder who shouldn't be editing — send them the external share link instead of adding them as a collaborator.

A related but different action: if a deal is changing hands entirely (a rep leaving the account, a post-sale transition), consider transferring ownership of the Deal Room rather than just adding the new owner as a collaborator — this keeps a single clear owner and preserves the buyer's existing link and history without needing a new one.

How to add or remove a collaborator

Spekit Web App

1. Open the Spekit Web App.
2. Click My Hub, then select Deal Rooms.
3. Select the Deal Room where you want to manage collaborators.
4. Click the + icon next to your profile icon in the top-right corner of the Deal Room.
5. To add a collaborator: search for the user's name and click Add.
6. To remove a collaborator: click the X next to their name.
7. Click Save Changes to finalize your updates.

Sidekick (Chrome Extension)

1. Open the Spekit Chrome Extension.
2. Click My Hub, then select Deal Rooms.
3. Select the Deal Room where you want to manage collaborators.
4. Click the + icon next to your profile icon in the top-right corner of the Deal Room.
5. To add a collaborator: search for the user's name and click Add.
6. To remove a collaborator: click the X next to their name.
7. Click Save Changes to finalize your updates.