Share a Data Room Link
Share a Peony data room securely with counterparties. Why one link per viewer beats one link for everyone.
Last updated April 20, 2026
Open the Permissions tab in your data room, copy a group's access link, and send it via email, Slack, or LinkedIn. Recipients open it in any browser — no Peony account required.
The most important decision: one link per investor, not one link for everyone.
1. Open the Permissions Tab
Click Permissions in the data room sidebar. Each group has its own shareable access link. A default group already exists — use it, or click Create new group to add a new one with its own security stack and participants.
2. Configure the Group
Each group has its own security stack and participants. Open the group to set:
- Access mode (Email Access vs Link Access)
- The 8 security controls (password, expiry, watermark, NDA, screenshot protection, access questions, AI Q&A, appearance)
- Per-folder view / download / upload permissions
Full walkthrough: Permission & Security Settings.
3. Copy and Send
Click Copy access link next to the group and paste it into any channel — your email, Slack, LinkedIn. Peony also has a built-in invite flow if you want to send from inside the product with delivery tracking. See Invite Viewers.
Why One Link Per Investor
Share one link with two investors and you lose the ability to tell them apart in analytics. Both show up with whatever email they entered.
One link per investor gets you:
- Per-investor watermarks (carries their email, not a generic one)
- Per-investor analytics — pages read, dwell time, click order
- Per-investor revocation without affecting others
- Per-investor settings — NDA gate for one, not another
Label each group with the counterparty's name in the Permissions tab.
New Room vs New Link?
Create a new room when the deal or audience is different:
- New fundraising round — new room (keeps analytics clean)
- Different buyer for the same sell-side deal — same room, new link
- Different sector investors, same pitch deck — same room, new link
- Different client, different engagement — new room
Rule of thumb: one room per deal, one link per counterparty.
When a Link Breaks
If a recipient reports "link not found," it was regenerated or deleted after you sent it. Generate a fresh link and resend.
If the invite email never arrived, check spam. Some corporate filters silently reject Peony messages. You can always paste the URL into your own email client and send it directly.
Common Mistakes
- One link to a group email alias. Zero per-person analytics. Create individual links.
- Leaving downloads on for sensitive content. Default allows downloads — toggle off before sharing.
- Relying only on the watermark. Combine with downloads off, screenshot protection, and NDA gate. See Access Control Layers.
- Regenerating the link after sending. The old URL stops working. Decide settings before you send.