Guide to DealRoom for Internal Non-Admins

Welcome to DealRoom! This guide will walk you through the first steps to get up and running with our platform. DealRoom is designed to simplify and streamline the due diligence and M&A process, helping you manage tasks, securely share documents, and collaborate with your team all in one place. Whether you're new to DealRoom or looking to maximize its potential, this guide will help you get started quickly and efficiently.

📌 Interested in watching a quick over of the DealRoom platform and it's different features? Check out this 5 minute video.

Log In and Create Your Account

Click on the Create Account button in your initial email invite. The email address you were invited in with will be used to create your account and log in. Please set up your password. Once you’re logged in you can continue to log in from links in email notifications or directly from DealRoom.net.



Adjust any account settings and set the frequency of your email notifications.

By clicking on your user name in the bottom left corner, you can select User settings to update your profile account and set the frequency of your email notifications.



The Requests tab is your main view of all requests for information or tasks to complete. They will be under the Worklist section on the left.

Use the Filters up top to see tasks assigned to you to complete. Additional filters can also be found here.



Once the request is open, you can view any attached documents by clicking on them. In the Assignees and Reviewers section, you can notify and remind relevant users to take action. Additionally, the Comments section allows you to communicate with others, providing updates, feedback, or instructions.



If you need to add a new request use the blue New Request button.



When you create a New Request, choose the list to add it to, attach documents, assign to a team member etc.



Additional help articles and chat support can be found by clicking the Help icon in the bottom left.



That’s it! If you have any questions feel free to contact our support team using the information below:

Customer Support:
Support Chat (24/7): Located in Help tab inside DealRoom or on the website
Support Email Address (24/7) : support@dealroom.net

Updated on: 11/09/2024