Admin Guide

Learn the basics

• Tour the admin area

Manage users

• Overview
• Create a new user
• Set user permissions
• Invite team members to start using DealTrack
• Edit user access permissions
• Monitor user activity

See all 7 articles

Manage dimensions

• Overview
• Create a dimension collection
• Publish a dimension collection
• Manually add dimension items
• Allocate dimension items to a collection
• Update dimension items

See all 7 articles

Manage suppliers

• Overview
• Manually add suppliers
• Allocate a supplier to a collection
• Update supplier details
• Delete suppliers

Manage payments

• Map suppliers to a lead cash collector

Manage turnover

• Overview
• Manually import turnover
• Reconcile turnover
• Generate a turnover reconciliation report
• Delete transactions
• Delete turnover

Manage calculations

• Overview
• Check for pending calculations
• Configure the calculation process
• Check for recalculated deals
• Configure the reconciliation process

Set up SSO

• Overview
• Configure SSO with AD FS
• Test and troubleshoot AD FS configuration
• Configure single sign-on with G-suite
• Test and troubleshoot G-suite configuration