Sharing your first room
Your room is built. Time to get it in front of your buyer. This article walks through the basics; deeper details live in Sharing & access.
Open the Share modal
From inside the room, click Share in the top right.
You'll see two things to configure:
- How the room is accessed (access setting)
- Who is invited by name
Pick an access setting
Katalyz offers three levels of access control. Pick the one that fits the sensitivity of the content:
Mode | What it does | Best for |
|---|---|---|
Anyone with the link | Anyone with the URL can open it — no verification. | Public-facing content, generic demos |
Authorized emails only | You list who's allowed. Their email has to match. | Most sales conversations |
Magic code verification | Buyer enters their email, gets a 6-digit code, then types it in. | Pricing, contracts, signatures |
Full deep-dive: Choosing the right access setting.
Invite people by email (recommended)
In the Invite people panel, type each person's email and pick a role:
- Viewer — can read and comment. Default for buyer contacts.
- Editor — can edit content and manage participants. For internal teammates.
You cannot invite someone as Owner — a room has exactly one Owner (the person who created it, or someone an admin reassigned). To transfer ownership, change the existing Owner's role first.
Click Send invites. They'll each get a personal magic link.
💡 Tip — Activity is always tracked per person. Even with Anyone with the link, buyers are asked to enter their email the first time they arrive, so their activity and comments can be attributed. That means you'll always know if it was the champion or the CFO who spent 3 minutes on the pricing section. Inviting by email upfront saves your buyer from that prompt (less friction), at the small cost of typing their email address into the invite panel — but the tracking itself happens either way.
Or copy and paste the link
If you just want to drop the link into an email you're already writing, click Copy link and paste it wherever.
⚠️ If you picked Authorized emails only or Magic code verification, the link alone isn't enough — recipients still need to be on the allow-list or verify their email.
Preview before you send
Before sharing, click [Present] to see the room as a buyer. Hidden pages and sections stay hidden. This catches mistakes before they hit your buyer's inbox.
⚠️ Presentation mode shows what the buyer sees, with one exception — some actions have per-person views (e.g. signature envelopes, personalized tasks) that render differently for each specific buyer. Presentation mode shows the generic version.
What happens next
The first activity you'll see is the invitee opening the invitation email. That's your earliest signal the message landed — useful because the gap between email-opened and room-opened tells you how much the subject line did its job.
After that, every subsequent interaction shows up in:
- The Activity tab inside that room
- Your dashboard's activity feed
- Your notifications (in-app, email, and Slack — depending on your preferences)
Typical early-event sequence:
- Invitation email delivered
- Invitation email opened (your first activity ping)
- Buyer clicks the link → room opens
- Buyer views pages (you see which ones and for how long)
- Buyer acts (downloads, comments, books, signs)
Related articles
- Choosing the right access setting
- [Inviting teammates](→ 02-rooms/08-sharing-access/03-inviting-teammates)
- [Inviting buyers](→ 02-rooms/08-sharing-access/04-inviting-buyers)
- How magic links work
Updated on: 18/06/2026
Thank you!