Sign up, sign in and manage access
19 steps, from “Where do we reach you?” to “Review & save”, with what to enter at each one.
- Audience
- Administrator, Operator
- Owner
- DealSleek product documentation
- Last reviewed
- Oct 12, 2026
- Reading time
- 13 min
Steps
- 01
Where do we reach you?
Shown only when “Flow” is Register.
We'll email you a 6-digit code to verify it's you.
- EmailRequired
- Primary work email. Used for routing + dedup against existing leads.
- 02
Enter your code
Shown only when “Flow” is Register.
Check your inbox for the 6-digit verification code.
- 03
Create a password
Shown only when “Flow” is Register.
At least 12 characters. You’ll use this to sign in next time.
- 04
Name your company
Shown only when “Flow” is Register.
This becomes your workspace URL — e.g. your-co.dtcom.ai.
- Organization nameRequired
- The display name for your workspace.
- Company domainRequired
- Your company website domain (e.g. acme.com). We use it to set up sending and to find your customers.
- Workspace addressRequired
- Where your team will sign in. Suggested from your domain — change it if you like. This cannot be changed later.
- 05
Where should data live?
Shown only when “Flow” is Register.
Choose your data-residency region. This is permanent after signup.
- Data residency regionRequired
- 06
You're all set
Shown only when “Flow” is Register.
Creating your workspace…
- 07
Welcome back
Shown only when “Flow” is Sign in.
Sign in to your workspace.
- Username or emailRequired
- A bare username signs in as <username>@dtcom.ai.
- 08
Reset your password
Shown only when “Flow” is Password reset.
Enter your email and we'll send a reset link.
- EmailRequired
- Primary work email. Used for routing + dedup against existing leads.
- 09
Choose a new password
Shown only when “Flow” is Password reset.
Pick a strong password for your account.
- 10
Accept your invite
Shown only when “Flow” is Accept invite.
Set a password to join the workspace.
- First name
- Your given name.
- Last name
- Your family name.
- 11
Choose your protocol
Shown only when “Flow” is SSO.
SAML or OIDC — this decides the rest of the steps.
- ProtocolRequired
- Choose your identity provider type — SAML or OIDC.
- 12
Identity provider URL
Shown only when “Flow” is SSO.
Your IdP's issuer / entity URL. Must start with https://.
- Issuer URLRequired
- The IdP issuer / entity URL. Must start with https://.
- 13
Service Provider entity ID
Shown only when “Protocol” is SAML.
The entity ID DealSleek presents to your IdP.
- Entity ID (read-only)
- DealSleek's SP entity ID — copy this into your IdP. It is not editable.
- 14
SAML SSO login URL
Shown only when “Protocol” is SAML.
Your IdP's SAML single sign-on endpoint.
- SSO Login URLRequired
- Your IdP's SAML single sign-on endpoint. Must start with https://.
- 15
Signing certificate
Shown only when “Protocol” is SAML.
Paste or upload your IdP's PEM X.509 certificate.
- X.509 CertificateRequired
- Paste your IdP's PEM signing certificate (-----BEGIN CERTIFICATE----- …).
- 16
OIDC client ID
Shown only when “Protocol” is OIDC.
The client ID issued by your provider.
- Client IDRequired
- The OIDC client ID issued by your provider.
- 17
OIDC client secret
Shown only when “Protocol” is OIDC.
Stored encrypted (crypto-shred); never shown again.
- 18
OpenID discovery URL
Shown only when “Protocol” is OIDC.
The …/.well-known/openid-configuration document.
- Discovery URLRequired
- Your IdP's OpenID discovery document (…/.well-known/openid-configuration). Must start with https://.
- 19
Review & save
Shown only when “Flow” is SSO.
Confirm your configuration and save it.