Overview
Learn the basic and fundamentals of working in DealRoom.
22 articles
- How Do I Understand DealRoom Terms and Symbols?This article serves as a glossary to help you understand the key components of the platform and the symbols you'll encounter and what they mean, so you can navigate more…
- How do I set an NDA?Article reviews how to leverage the NDA feature in DealRoom.
- How do I update my user profile?This article reviews how users can update their personal profile settings.
- Overview of the People TabThis article goes over how to use the people tab within the organization settings.
- How do I set up SSO with DealRoom?This article will walk you through how to set up SSO for your DealRoom organization.
- Getting Started With DealRoom - Internal Non-AdminsResource for internal admins on how to get started with DealRoom.
- Overview of the My Work TabFull review of the My Work Tab and how to leverage it as a tool in your day to day.
- Overview of the Permissions TabGet a full overview of the permissions tab and how to create and manage permission groups within DealRoom.
- Overview of the Data Room TabArticle will provide a full overview of the data room tab located within your room.
- How do I add members to my room?Article will show a admin how to add users to their room.
- How do I setup and use the Outlook plugin?Article will give admin an overview of how to integrate the Outlook add in.
- How do I use Deal Builder (beta)?Article gives an overview on how to leverage Deal Builder to automate the worklist build out of rooms.
- Overview of the Member Card
- Overview of the Reports TabOverview of the reports tab for room admins.
- How to set up Slack IntegrationOverview of how to integrate Slack for DealRoom.
- How do I format an excel template for importing into DealRoom?Article provides an overview of the formatting for an excel template import.
- How do I create new permission groups?Article provides an overview of how to create and manage permission groups in rooms.
- Getting Started With DealRoom - Seller Non-AdminsArticle provides an overview for how sellers can start working in DealRoom.
- Frequently Asked Questions (FAQ)Compilation of frequently asked questions while working in DealRoom.
Single Sign On (SSO)
How-to set up your identity provider with DealRoom Single-Sign-On (SSO) using SAML
- Set up SAML SSO with OktaConnect DealRoom to Okta so your team signs in to DealRoom with their Okta accounts.
- Set up SAML SSO with Microsoft Entra ID (Azure AD)Connect DealRoom to Microsoft Entra ID (formerly Azure Active Directory) so your team signs in to DealRoom with their Microsoft accounts.
- Set up SAML SSO with Google WorkspaceConnect DealRoom to Google Workspace so your team signs in to DealRoom with their Google accounts.