Setting up your organisational hierarchy

You can upload your organisational hierarchy into DealTrack by going into Config > Structure > Hierarchy. Here, you can use the hierarchy in your approval workflow to determine your sign off process and also in the watchlist app to manage which suppliers you can see. Your company's hierarchy can be uploaded using different mappings and depending on the configuration of your DealTrack tenant, you will need a different combination of these mappings. 

The various mappings that are available in DealTrack are:

Line manager to user - 

This mapping is used if you would like a user to be invited based on the managerial hierarchy of your company. For example, if the line manager of Category Manager A is the Head of Procurement, and the Head of Procurement needs to sign off all trading agreements that Category Manager A signs off, you will need to map Category Manager A to the Procurement Manager. The mapping is done by mapping the email addresses, which the users use in DealTrack, to one another.

User to client division -

This mapping is used if you would like a user to be invited based on the client divisions of your company. For example, if Category Manager A only signs off trading agreements for Division A, you will need to map Category Manager A to Division A. The mapping is done by mapping the email address, which the user uses to sign into DealTrack, against the division name.

Trading partner to user -

This mapping is used if you would like a user to be invited based on the trading partner. For example, if Category Manager A manages Supplier A and needs to be included in the sign off process for all Supplier A trading agreements, you will need to map Category Manager A to Supplier A. The mapping is done by mapping the email address, which the user uses to sign into DealTrack, against the trading partner reference.

User to approval workflow role - 

This mapping is used to map a user to an approval workflow role. For example, if John Smith is a Category Manager who needs to sign off trading agreements in DealTrack, you will need to map John Smith as a Category Manager. The mapping is done by mapping the email address, which the user uses to sign into DealTrack, against the workflow role name in DealTrack.

User to trading partner divisions mapping -

This mapping is used if your trading partners have separate divisions and you would like your trading partner contacts to be invited based on their trading partner divisions. For example, if Trading Partner A has two divisions (Division X and Division Y), a trading partner contact mapped to Division X would only be included in the approval hierarchy for a scheme that relates to Division X.