With a single account per user, SalesTrekker has a single source of truth for

user data.

Admins only need to create and manage one account per person,

even if that user has multiple identities and roles within the system. This greatly

simplifies user administration tasks like onboarding, permission changes, and

offboarding.

From the user perspective, having a single account simplifies their

interactions with SalesTrekker. They only need to remember one set of

credentials and they have a single profile view where they can manage all their

identity and role information. Switching between identities is seamless from

their primary account.

Each SalesTrekker user account can have multiple identities, which represent

that user in different contexts within the organisational structure. This allows a

single person to perform different roles in one or more organisations.

Key facts about identities:

Scenario 1: One account with one identity (most typical)

This is the simplest and most common scenario, where a user has a single

SalesTrekker account and a single associated identity. This is typical for users

who perform a single role within a single organisation.

Example 1a: Broker in a single organisation

Sarah Johnson works as a broker for ABC Realty, a real estate brokerage that

uses SalesTrekker. When Sarah joins ABC Realty, the admin creates a single

SalesTrekker account for her with the email sarah.johnson@abcrealty.com.au,

which in turn creates a default (single) identity for Sarah within ABC Realty's

organization in SalesTrekker, and assigns her the "Broker" role. With this setup,

Sarah logs into SalesTrekker with her single account and is automatically placed

in her Broker identity context. She can access all the leads, contacts, and deals

associated with her Broker role in ABC Realty. She does not have any other

identities or access to any other organisations within SalesTrekker.

Example 1b: Back office staff in a single organisation

Mike Williams works in an administrative role for XYZ Realty, a real estate

brokerage. When Mike is added to SalesTrekker, the admin creates a single

account for him with the email mike.williams@xyzrealty.com.au, along with a

single identity. Mike is assigned the role of “Support Staff“ within the XYZ

Realty organisation in SalesTrekker. Similar to Sarah in the previous example,

Mike has just one SalesTrekker account and one identity. When he logs in, he

lands in his Support Staff context and can perform his administrative duties

within the XYZ Realty org. He does not have access to any other parts of

SalesTrekker.

These examples illustrate the simplicity of the one account, one identity model

for users who have a single, clearly defined role within one organisation. This

straightforward setup covers the majority of SalesTrekker users.

Scenario 2: One account with two identities

In this scenario, a user has a single SalesTrekker account but two distinct

identities, typically representing different roles across two organisations. This

is common for users who wear multiple hats or work with partner organisations.

Example 2: Broker in one organisation and partner in a different organisation

Emily Davis works primarily as a broker for Main Street Realty, but she also has

a partnership with a mortgage lender, Acme Lending. The SalesTrekker admin

at Main Street Realty creates an account for Emily with the email

emily.davis@mainstreetrealty.com.au and sets up her primary identity as a

Broker within the Main Street Realty organisation. To represent Emily's

partnership with Acme Lending, the admin creates a second identity for Emily's

account. This identity has a different email address,

emily.davis@acmelending.com.au, and is assigned the role of "Partner" within

the Acme Lending organisation in SalesTrekker.

When Emily logs into SalesTrekker, she lands in her primary Broker identity

context by default. Here, she can manage her deals, contacts, and tasks related

to her work at Main Street Realty. However, Emily can also switch to her Partner

identity. In this context, she has access to referrals that she shares with Acme

Lending, and can collaborate with loan officers on mutual clients. Data between

her two identities remains separate and contextual. This two-identity setup is

perfect for users like Emily who have distinct roles with different organisations

but still want the simplicity of managing everything from a single SalesTrekker

account.

Scenario 3: One account with three or more identities

In some cases, a user may have three or more identities associated with their

single SalesTrekker account. While less common than the one- or two-identity

scenarios, this can occur for users with complex, multi-faceted roles across

several organisations.

Example 3: Broker in one organisation, mentor in another, partner in a third

David Thompson is a highly experienced real estate professional who wears

many hats. His primary role is as a broker with Sunrise Real Estate, but he also

serves as a mentor for a national real estate training organisation called

RealCoach. Additionally, David has a referral partnership with a home warranty

company, HomePro Warranties.

As with the previous examples, David logs into SalesTrekker with his single

account credentials. By default, he lands in his primary Broker identity, where

he can manage his day-to-day real estate business at Sunrise Real Estate.

When David needs to switch to his Mentor role at RealCoach, he can do so from

his settings. In this context, he has access to the deals that require his

mentorship duties. Similarly, David can switch to his Partner identity to manage

the leads and referrals with HomePro Warranties.

This multi-identity scenario showcases the flexibility of SalesTrekker's account

and identity model. Even users with complex, multi-organisation responsibilities

can manage all their roles efficiently from a single account, while still

maintaining clear separation and contextualisation of data and permissions

between their various identities.

These examples illustrate how SalesTrekker's account and identity architecture

can accommodate a wide range of user roles and organisational structures

while maintaining a simple, unified user experience. Whether a user has one

straightforward role or a complex web of responsibilities, SalesTrekker makes it

easy to manage their access and context.