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  2. Admin Guide

Admin Guide

Your source for setting up and administering Trading Programs.

Learn the basics

  • Tour the admin area

Manage payments

  • Map trading partners to a lead cash collector

Manage users

  • A breakdown of users and activity
  • Create a new user
  • Set user permissions
  • Invite team members to start using Trading Programs
  • Edit user access permissions
  • Monitor user activity
See all 8 articles

Manage turnover

  • Manually importing and reconciling transactions
  • Automatically importing transactions
  • Generate a transactions reconciliation report
  • Troubleshooting unreconciled transactions
  • Deleting transactions and transactions

Manage dimensions

  • How to use your dimensions
  • Create and publish a dimension collection
  • Manually add, update and delete dimension items
  • Allocate dimension items to a collection

Manage calculations

  • What is the calculation process
  • Check for pending calculations
  • Configure the calculation process
  • Check for recalculated program lines
  • Configure the reconciliation process

Manage trading partners

  • Managing your trading partners
  • Manually add, update and delete trading partners
  • Allocate a trading partner to a collection

Manage Scheme PDF

  • Manage trading program PDF terms items
  • Trading program PDF branding

Manage hierarchy

  • Setting up your organisational hierarchy

Manage Forecasting

  • Import default phasing values

Manage workflow

  • How to configure your workflow

Set up SSO

  • What Single Sign-on is
  • Configure SSO with AD FS
  • Test and troubleshoot AD FS configuration
  • Configure single sign-on with G-suite
  • Test and troubleshoot G-suite configuration
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