Only admin users will be able to create a new user in DealTrack for each of your team members.
If you click Config at the top of the page and then select Users & Activity in the drop-down menu, you will be directed to the ‘Users’ page, where you will be able to add new users, send users a welcome email, edit their access settings and delete existing users.
To create a new user for your business, simply click on the + button. You will now be able to provide information about the user in the panel displayed on the right-hand side of the page (as shown in the screenshot below).
To create a user, the only information you must enter is the user's email address. However, if you use an external SSO identity provider to log into DealTrack (as opposed to a password), you must additionally add the new users' first name and surname.
Once all the required information has been provided, simply click Save, and your new user will be added to the list. The next step is to configure the user's access settings.
If this individual will be a standard user, you will also have the option to select which deal types they are permitted to have access to. This can be found in the User access settings section below the main free text fields.
Next to the Permitted deal types label, the default drop-down option will be ‘All deal types’. If you click on this drop-down menu, you will be provided with a secondary option: ‘Selected deal types’. Selecting this option will trigger a new ☰ icon to appear below it, which, when clicked on, will allow you to select the deal types you wish to provide the user access to from the list provided.
If, however, this individual requires admin access permissions, simply click on the tick box next to the Client admin label (which will also be found in the User access settings section), to give them admin-level access.
Please see the Admin Guide for more information on admin access areas and functions.
If a user has attempted to log in too many times unsuccessfully, they will be locked out of their account and an administrator will have to unlock their user. A padlock icon will show next to users who have been locked out. Admins can click on the locked user and select the unlock button located next to the 'send welcome email' button to allow the locked user to log in again.
For both standard users and client admin users, you will now need to set some user access permissions for each of your suppliers within various areas of DealTrack. Please see the Set user permissions article for further information.