Only admin users are able to configure role-based access permissions. They are able to determine which tasks they themselves and / or other users can perform, what data the user can see and what the user can do with the data.
To edit access permissions for a user, admin users will be able to access the admin area of DealTrack by clicking on Config at the top of the page and then on Users & Activity that appears in the drop-down menu.
Simply select the user’s name from the list of users that are now displayed (see screenshot below). You will notice that the row will now be highlighted and the Access settings button will become available. Clicking on this button will take you to the access permissions page for the selected user.
For the deals area (which is accessed via the Browse menu), where multiple access levels apply, you will be able to undertake the process of editing the list of selected and unselected suppliers separately for each access level (e.g. once for read access and once for edit access). This can be done by clicking on the ☰ button in the top left of the page and then toggling between the two ‘access level’ options available.
You are also able to undertake the process of editing the list of selected or unselected suppliers separately for each module that is available to the selected user. You will be able to do this by clicking on the ☰ button and toggling between the available Client application options.
Next, you will be able to select the suppliers for which the user will have the chosen permission applied. Only allocated suppliers (i.e. those with an attribute value for all attributes) will appear in the list for selection.
Suppliers can be directly selected by clicking on them, and these suppliers will then be shown in the ‘Direct selections’ tab.
In addition to direct selection, suppliers can be indirectly or automatically selected based on attribute values by creating a ‘selection rule’. Suppliers selected in this manner will appear in the ‘Indirect selections’ tab.
To do this, click on the Edit selection rule button on the right-hand side of the page, where editing a selection rule may involve either (but not both) of the following:
Selecting the All suppliers tick-box option to select all suppliers.
Selecting or deselecting one or more attribute values for one or more of the supplier attributes that have been configured.
It is important to note that editing a selection rule for a particular user account and access level will mean that any suppliers that meet the selection rule’s criteria when the rule is first implemented are automatically selected. Any new suppliers that are subsequently added to the supplier collection will be automatically selected if they meet the selection rule’s criteria.
Please note — any suppliers whose attribute values are subsequently edited will be automatically selected if the edited values meet the selection rule’s criteria. However, any supplier whose attribute values are subsequently edited will be automatically de-selected if the edited values no longer meet the selection rule’s criteria.