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How do I set up SSO with DealRoom?

This article will walk you through how to set up SSO for your DealRoom organization.

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

We primarily support the following Identity Providers (IdP):

Note: 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.

Note: To complete the SSO setup, your IT person will temporarily need Admin access to the Pipeline (used to access our Authentication settings). Therefore, we recommend configuring SSO before adding any sensitive material to the room.

Steps to Setup:

  1. Contact your Account Manager and provide the following information:
    ​

    • The Identity Provider you'll be using (Okta, Entra, Google, or other)

    • The list of domains you want to enable SSO for (e.g. example.com, logins.example.com).

    • The contact info of the IT resource you'll be adding to DealRoom for the setup.
      ​

  2. Once your IT team member has been added to the Pipeline, they can follow the steps outlined below for your Identity Provider:

Microsoft Entra (formerly Azure)

  1. Create a new Enterprise application

    1. In the Microsoft Entra admin center on the left-hand side, select Entra ID > Enterprise Apps.

    2. Select New Application

    3. Select Create your own application and name it "DealRoom SSO"

    4. Choose Integrate any other application you don't find in the gallery

    5. Press Create
      ​

  2. Within your DealRoom SSO application, select Single sign-on and edit the following settings:
    ​

    1. Basic SAML Configuration

      1. Identifier (Entity ID):
        ​https://YOUR-ORG.dealroom.net/saml/metadata
        ​

      2. Reply URL (Assertion Consumer Service URL):
        ​https://YOUR-ORG.dealroom.net/saml/acs
        ​

    2. SAML Signing Certificate

      1. Signing Option: Sign SAML response and assertion
        ​

  3. Create the SAML integration within DealRoom.

    1. Navigate to the Settings tab from the left-hand sidebar.

    2. Select the Authentication tab up top.

    3. Click CREATE SAML Integration. (If this option isn't available, please reach out to support@dealroom.net and ask for the SAML integration to be enabled).
      ​

  4. Fill out the SAML Integration form with the following settings:


​

Accessing and Configuring SSO Settings

  1. Navigate to the Settings tab from the left menu.

  2. At the top, select the Authentication tab.

  3. In the section labeled SAML Integration, click the Create SAML Integration button
    ​


  4. ​

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.

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