Admin Guide

Learn the basics

• Tour the admin area

Manage users

• A breakdown of users and activity
• 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

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

Manage trading partners

• Managing your trading partners
• Manually add trading partners
• Allocate a trading partner to a collection
• Update and delete trading partner details

Manage hierarchy

• Setting up your organisational hierarchy

Manage workflow

• How to configure your workflow

Manage turnover

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

Manage calculations

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

Manage payments

• Map suppliers to a lead cash collector

Manage Scheme PDF

• Manage Scheme PDF terms items
• Scheme PDF branding

Manage Forecasting

• Import default phasing values

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