How to Set Up SSO with DealRoom

All DealRoom Pipeline and M&A Platform subscription plans include Single Sign-On (SSO) integration.

DealRoom supports three main SSO providers: Okta, Azure AD SSO, and Google SSO. If your organization uses a different SSO provider, please contact our support team for custom documentation. We can generally support any provider using SAML 2.0.

To set up SSO for your organization, please follow these steps:

Confirm Your SSO Provider: Identify and confirm which SSO provider your organization will use (Okta, Azure AD SSO, or Google SSO).
Specify the Domains: Confirm the domains you want to enable SSO for (e.g., dealroom.net).
Contact Your CSM: Reach out to your Customer Success Manager (CSM) with the above information. They will provide you with the necessary documentation for the setup process as well as use the information above to configure SSO on the backend.
Follow the Documentation: Work with your IT team to follow the steps outlined in the provided documentation to complete the SSO setup.

Note: To complete the SSO setup, the IT person from your team will need Admin access to the pipeline. While they can be removed after the setup, they initially need this level of access. Therefore, we recommend configuring SSO before adding any sensitive material to the room.

Accessing and Configuring SSO Settings

Navigate to the Settings tab from the left menu.
At the top, select the Authentication tab.
In the section labeled SAML Integration, click the Create SAML Integration button
|| Note: Ignore the Require single sign-on (SSO) section, your CSM will enable the requirement in the backend.
Form will expand, fill out details and select "create" to save.

Troubleshooting

Completed the steps but still running into errors or issues logging into SSO? Here are a few things to check. If the issue persists, contact your CSM or reach out to our support team.
Extra spaces – If you copied and pasted from our documentation, double-check that no extra spaces were included in your inputs.
Domain verification – A typo or incorrect domain will result in an error. Reach out via the in-platform chat and our support team can quickly verify the domains you have in place.
Step-by-step check – Revisit the instructions to ensure every step was followed as outlined (we're all human—mistakes happen!).
Typos – Review your entries carefully for any spelling errors.

If you have any questions or need further assistance, please don't hesitate to contact your CSM or reach out to support via the in-platform chat or by emailing [**support@dealroom.net**](). We're here to help.

Updated on: 06/06/2025