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How do I create an account on Prodeal?

Get started by getting invited and creating a Prodeal account.

Written by Ian Group

How do I create a Prodeal Account?

In order to create an account on Prodeal, you need to be invited (by one of your colleagues, partners, or counterparties) to an existing Prodeal room.

Once I'm invited, how do I accept my invitation?

Once you have been added to a Prodeal room by an existing user, you will receive an invitation email containing:

  • Name of the person you invited you

  • Room (deal) name

  • Invitation Note

Click Accept Invite to continue.

Note: If the invited person did not receive an email invite to a Prodeal room, they can reach out to the room host, and ask for an Invitation Link. Click here for more information about Invite Link.

Creating a new Prodeal account

Clicking Accept Invite will take you to the Prodeal account creation page.

  1. Enter your First nameLast name and Phone Number

  2. Check the box that you have agreed to the Terms of Service and Privacy Policy

  3. After clicking CREATE ACCOUNT, you will be taken directly to the Room you've been invited to.

How to set up a password after creating an account

To setup your password after creating an account:

  1. Click the Account Icon on the Global Navigation Bar and select Account Settings.

  2. Select the Password & Security tab.

  3. In the Password section, click Change Password.

  4. Check your email inbox for the password reset email containing the password reset link. Click that link to proceed.

    Note: The image above will appear after clicking Change Password if your Prodeal Account does not have a password.

  5. Enter your chosen password, ensuring it meets the security requirements displayed on the screen.

  6. Click Create new password to finalize and save your credentials.

How to change password

If you already have a password and simply want to update it, follow these steps:

  1. Click the Account Icon in the Global Navigation Bar, select Account Settings, and navigate to the Password & Security tab.

  2. Click Change Password. A pop-up window will appear immediately.

  3. Enter your Current Password, then enter your New Password, ensuring it meets the listed security requirements.

  4. Click Change Password to apply your new settings.

Note: You can also reset your password on the Prodeal login page, please click this link for additional information.

Related Article

Login Links, Log into Prodeal faster and without a password.

Note: If you use the Single Sign-On service, you don't have to set up your password.

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