The Organization Settings section in Salestrekker 2.0 allows users to configure essential details for their organization, manage user accounts, and ensure all relevant information is accurately reflected across the platform. This guide covers how to manage organization details, including contact information, professional licenses, and appearance settings, as well as how to manage users within the organization.

The Organization Details section is where users can input and manage the fundamental information about their organization.

Add email addresses, websites, phone numbers, fax numbers, and any other relevant contact information. This information can be utilized in communication and documentation templates.

Input different business addresses, including the registered address, principal place of business, and mailing address. These details ensure accurate representation in all official documents.

Input up to six organization licenses and six ID details. These fields are essential for compliance purposes and are included in documents generated from Salestrekker.

Customize the organization’s visual branding within Salestrekker by uploading an In-App Logo (small emblem) and a Document Logo (larger logo for documents).

Select an organization theme color to match your branding.

Click the logo icon under the 'Organisation appearance' section to open the slide-out screen from where you can upload your org logo via drag-and-drop or file browse method.

Adjust the logo by moving the 'scale' and 'rotate' sliders to the left or right.

Once you are happy with how the logo looks in the square box, click the 'Upload' button to confirm.

You can customise your organisation's dominant color to align with your company's branding colors.

To select your organisation's colors, simply choose from the available options in the drop-down menu under the 'Organization appearance' > 'Organization theme' section.

Click the logo thumbnail under the 'Organisation document logo' section to open the slide-out screen from where you can upload a logo for your documents via drag-and-drop or file browse method.

Adjust the logo by moving the 'scale' and 'rotate' sliders to the left or right.

To move and position the logo within the box, click and hold the mouse arrow inside the logo box.

When you are satisfied with the logo's appearance, click the 'Upload' button to confirm.

The Users section allows organization admins to manage user accounts and their roles within the organization.

Access the full list of users by clicking on the Users tab under Organization Settings. Use the search bar at the top to narrow down the displayed users by name.

Assign roles which manage permissions directly from the user list by selecting the appropriate role from the dropdown menu.

By clicking on the Action icon (three dots) on the right hand side you will get the list of options that you can perform on the selected user.

By clicking on actions button and then 'User activity' you will get the list of all the relevant actions that user has performed in a list that will display. It will show when the user performed key actions, such as log into the system, or changed some important changes in organization or on other user.

This option is for adding users who are not yet part of the Salestrekker system.

From Settings > Organisation section > Users tab screen, click the 'Add new' button and choose 'New user' option.

Fill in details such as first name, last name, email, and phone number. The new user will receive a verification email and phone number confirmation before their account becomes active.

Use this option to add users who already have an account in the Salestrekker system.

From Settings > Organisation section > Users tab screen, click the 'Add new' button and choose 'Add existing user' option.

Provide the necessary details and confirm the identity email to add them to your organization.

New accounts can be created from Settings > Enterprise > Organisations tab as well.

To add a new user here, click on the dots actions menu of the organisation to which you want to add a new user and choose 'Add new user' option.

Fill in details such as first name, last name, email, and phone number. The new user will receive a verification email and phone number confirmation before their account becomes active.

Existing user accounts can be added from Settings > Enterprise > Organisations tab as well.

To add an existing user to a new organisation, click on the dots actions menu of the organisation to which you want to add the user and choose 'Add existing user' option.

Use the search bar to find the user and select them from the offered results in the drop-down.

To remove a user, click the Action button next to their name and select Delete User.

You will be prompted to reassign any pending tasks or data to another user before confirming the deletion.

Removed users are sent to the Archived Users section, where they can be permanently deleted.

Check out our full article on user Roles and Permissions here.

Check out our full article on our Partner Portal here.

On this screen you can:

From Settings > Organisation > Billing details tab, click the 'Add payment method' button.

On the slide-out screen, enter card details (card number and expiry date) and click 'Save' button to confirm.

From Settings > Organisation > Billing details tab, click the 'Change payment method'.

On the slide-out screen, enter new card details (card number and expiry date) and click 'Save' button to confirm.

From Settings > Organisation > Billing details tab, click the 'Remove payment method'.

This will remove any card used for purchasing additional services credits.

In this section, you will find a list of all the extra services that are available with Salestrekker 2.0.

You can easily access the prices of their credit packages, the quantity of credits that can be bought, the remaining credits, and the option to purchase more.

You can view all completed transactions on this page. Each purchase will have an invoice listed, and you can access more information about each invoice.

Salestrekker 2.0 offers the possibility to the users to distribute process setup, settings and their personalised templates from higher to lower organisations in the Enterprise hierarchy. When creating one or multiple sub-organisations (groups and branches), users are able to configure desired setup only in the main (parent) organisation - and automatically propagate/inherit the same configuration to the lower level (child) organisations:

When user configures settings in the 'parent' organisation or in the Main enterprise, the system can automatically propagate the settings and changes to 'Groups' - lower level (child) organisations. Further, once 'Groups' inherit those settings they automatically propagate them further below - to 'Branches'.

'Groups' settings can be also configured separately from the main enterprise and in that case, only branches placed beneath them in the hierarchy inherit their settings.

Relying on this functionality, users can save the immense amount of time during initial process setup and on every future occasion, when the process and document templates are being modified. For example, users can propagate the organisation details settings from higher to lower organisation entities:

In short, the following items can be propagated:

It is crucial to note that if any item is deleted in the parent org, will also be deleted in all its child organisations, with the exception of Workflows, who will instead become fully editable.

Another note when it comes to inherited Workflows and its inherited stages is that they cannot be edited (exception will be adding new team members to the workflow).

When you create new stages in an inherited Workflow, they will not be subject to the no-edit rule. In other words, these new stages can be fully edited.