Guide to DealRoom for Seller Non-Admins

Welcome to DealRoom!

This guide will help you get up and running quickly so you can make the most of your DealRoom experience.

DealRoom is built to simplify and streamline the due diligence and M&A process—making it easy to manage tasks, securely share documents, and collaborate with your team, all in one place. Whether you’re brand new or just looking to get more out of the platform, you’re in the right spot.

📌 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 the Create Account button in your email invite to get started. Your account will be created using the email address the invitation was sent to. You’ll just need to set your password. Once you’re logged in, you can access your account anytime—either through links in email notifications or by going directly to DealRoom.net.



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

Click on your username in the bottom-left corner of the screen. A menu will expand—select User Settings. From there, you can update your profile under Personal Info and adjust how often you receive email notifications in the Email Notifications section.



The Requests tab is your main hub for tracking all information requests and tasks. You’ll find them under the Worklist section on the left side of the screen. Use the filters at the top to view tasks assigned to you, along with other filter options to help you quickly find what you need.



If you're asked to provide documents, you can attach them to the Request by clicking the + next to Attachments to link a file already in the Data Room, or use Upload (or drag and drop) to add a new file directly to the Request.



If you choose to upload a document, the system will ask you which folder to store the Document in the Data Room. Once confirmed, the document will be attached to the Request and automatically put in the Data Room.



Once the document is attached, change the status to Resolved so everyone knows this Request is complete.



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: 08/04/2025