The DealTrak system has numerous ways to help you maintain control over access levels for your users.

User Permissions

When setting up a user, you can give them the ability to access the following sections/functions within DealTrak

• Send – Having this allows the user to progress the proposal and send it to your panel of lenders.

• Branch Control – This permission allows the user to access the Branch Control tab within DealTrak.

• Reports – This allows the user to access the reports section within DealTrak (you can restrict this further from the Control Panel)

• Duplicate Prop – Having this permission allows the user to use the duplicate function within a proposal.

• Move – This allows users to move proposals between branches (that they have access to).

• Global Search – This governs whether the “search all branches” check box appears for a user.

• Remove Documents – This permission allows user to remove attached documents from proposals, dealers and introducers.

• Administrator – This is the top level permission. It grants all the normal permissions as well as access to the control panel.

Users can be given access to a single branch, or multiple branches depending on necessity. If a user has access to multiple branches, you can specify which branch is their default, and this will be the site they land on when they log in.

Administer Users

This section allows you to control a users’ access more granularly than the normal permissions.

First you will need to select a user from the dropdown menu.

This then allows you to select a specific page available within DealTrak. If the page you wish to restrict isn’t in the list, please let us know and we can add it in to the dropdown.

If you don’t select any options, there will be no restrictions for the user (other than the restrictions from the standard permissions).

Selecting a page from the dropdown gives you a further option for Access Level. You can select whether a user can access the page or is blocked from it.

If the page selected is the Pending, All or New proposals page, you can also select Owned as an option. This allows the user to access the page, but only see the proposals where they are the assigned user.

Administer Groups

This section allows you put users into separate teams. This is beneficial if you have separate groups for customer contact, underwriting etc. On entering the section, you can either select an existing group or create a new one. Once you have created a group, you can manage the access to the pages in the same way as the Administer Users section. You can also pick/change/remove the users who are part of the group. If a user is part of a group, the permissions of the group override the permissions of a single user.

Administer Reports

You can also restrict users and/or groups from being able to access specific reports. Selecting either the Users or Groups option, you can select the relevant party, pick the report you want them to have/not have access to and select either Access or Blocked. As with the user permissions, Group access overrides the User level.