User Management
The DealTrak system now allows Admin users to manage the users within the DealTrak system.
Please Note
To use this function, the user must have both the Admin and User Management permissions active on their user account.
Instructions | Screenshot |
To access User Management, you’ll need to click into the Control Panel, and select the User Management option. | 
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From here, you can view, edit and add users. | |
To add a new user, click the new user button. You will need to enter the users name (the username will be created automatically), their email address (for the password and PIN resets), the branches/groups they need access to, the date you wish the user to go live within the system and the permissions required. Each permission has a question mark next to it. Clicking this will show an explanation of what the permission allows. |
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To edit and existing user, you will need to click the Edit icon on the relevant user.
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From this screen, you can edit the users details, the branches/groups they have access to and their permissions. You can also set a user as disabled or re-enable them (if they previously had their access turned off). You can also send out links for them to reset their password and 4 digit PIN. | |