Which module of DealTrack a user is able to access, and which data and functions they are able to access within each module, will depend on the configuration of DealTrack by Enable’s system administrators and also their access permissions.
Once a user has been created in DealTrack, we recommend you now review the user access permissions for this user for each module that is available to your business.
Only admin users will be able to view and edit user access permissions via the admin area of DealTrack, by clicking on Config at the top of the page and then on Users & Activity in the drop-down menu.
Fine control of user access settings can be set by selecting a user, then clicking the Access settings button found above the listing. This will result in a new page being shown (as shown in the screenshot below). From here, an admin user can set a user’s Access level to deals for different suppliers for each module a user has been granted access to.
For the Deals module (which is accessed via the Browse menu), multiple access levels apply. You will therefore need to undertake the process of editing the suppliers separately for each access level (i.e. once for read and once for edit).
This can be done by clicking on the ≡ button in the top left of the page and then toggling between the two (read and edit) Access level options that are available to you.
You will also need to undertake the process of selecting suppliers separately for each module that should be made 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.
You will need 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 Create selection rule button on the right-hand side of the page (as shown in the screenshot below), where creating 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, when creating a selection rule for a particular user account and access level, it will mean that any suppliers that meet the selection rule’s criteria when the rule is first implemented will be 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. Similarly, if they no longer follow the rule, they will no longer be included.
Please note — if you decide not to give a user read or edit access to any supplier, they will not see the top-level menu for that particular application.
Once a selection rule has been configured, you will be able to view a list of the suppliers that meet your selection rule’s criteria by clicking on the Indirect selections tab. The Direct selections tab will take you to a list of any suppliers that have been selected directly.
The Unselected tab will then enable you to view a list of the suppliers that have neither been selected directly nor meet the selection rule’s criteria.