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Access control

Access questions for data room links in Peony

Access questions have been in Peony's virtual data room since November 21, 2025, on the Data Room plan and above: custom questions a visitor must answer before a shared data room or document opens, such as which fund they represent. Answers are saved with the visitor's activity.

Plans
Data Room, Deal Team and Enterprise
For
Founders raising capital, M&A advisors, Sales teams

What does it do?

Access questions (called link fields in the app) add your own questions to the screen a visitor sees before a link opens. The visitor answers them once, and you see the answers next to that visitor's views.

Who is it for?

Anyone who needs context on who is reading: a founder asking which fund an investor is with, a sell-side advisor asking a buyer's role, or a team qualifying inbound readers before sharing a deck.

How does it work?

  1. Open a link's settings.
  2. Add one or more questions under access questions.
  3. Visitors answer before the content opens, after any email verification or NDA step you have turned on.

Which plans include it?

Access questions are listed as a Data Room plan feature and above in the permission settings docs. See pricing.

How does it compare?

Many document-sharing tools capture only an email address before access. Access questions add structured answers to that step, so qualification happens at the moment of viewing instead of in a follow-up email.

Where can I learn more?

Common questions

Can Peony ask visitors questions before they open a data room?

Yes. On the Data Room plan and above, you can add custom access questions to a link, and visitors answer them before the content opens. Peony added access questions on November 21, 2025.

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