Admin Guide
Your source for setting up and administering DealTrack.
Learn the basics
Manage users
- Overview
- Create a new user
- Set user permissions
- Invite team members to start using DealTrack
- Edit user access permissions
- Monitor user activity
Manage dimensions
- Overview
- Create a dimension collection
- Publish a dimension collection
- Manually add dimension items
- Allocate dimension items to a collection
- Update dimension items
Manage trading partners
Manage workflow
- Overview
- Create a workflow role
- What is invite basis?
- What is approval basis?
- What is 'can start workflow'?
- What is 'mandatory'?
Manage turnover
- Overview
- Manually import turnover
- Reconcile turnover
- Generate a turnover reconciliation report
- Troubleshooting unreconciled turnover
- Delete transactions