Inviting Customers and Prospects

Conveyor Rooms is built to make it easy to share your confidential security documentation with customers and prospects by giving them a self-service portal where they can access the documents. Inviting them to this portal can be done in a number of ways:

From the main Rooms screen

On "My Room" screen click "Share Room" in the top right hand corner.

In the window that opens, you can invite users in a couple of ways:

Share with Contacts

You can invite individually via email or in bulk by using comma-separated or newline-separated addresses.

Once you’ve finished inputting addresses, click "Send Invitations" and your users will receive an invite via email.

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Document Watermarking

When Rooms invitees download a PDF document (such as a SOC 2 Report), the document will be watermark with that user's email and a timestamp.

If you have a free Room's account, we'll also apply a Conveyor watermark to the document.

Share via Link

If you want to provide access to your room from your trust page or some other publicly available space, you can provide a link that allows the recipient to request access to your room. Some companies give this link to the sales team to distribute. It allows customers and prospects to self serve access. You will be able to approve or deny all requests that come in.

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Note

*This link maintains all of the security features of rooms. (e.g. it will not allow a user to see or download your documents in your room until you approve their request and they execute the NDA).

Document Watermarking

When Rooms invitees download a PDF document (such as a SOC 2 Report), the document will be watermark with that user's email and a timestamp.

If you have a free Room's account, we'll also apply a Conveyor watermark to the document (pictured below). If you want to pay for Rooms and remove this Conveyor watermark please contact your customer support rep.


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