Enterprise settings in Salestrekker 2.0 provide advanced configuration options for managing large, multi-level organizations. This guide will cover how to navigate and utilize the enterprise settings, including setting professional licenses, managing sub-organizations, and configuring user accounts.
These settings are only accessible to users with managing agent roles who have permissions for the top-level or root organization.
Enterprise Setup Overview
Enterprise setup allows you to control settings that apply across multiple organizations under a primary (top-level) organization. Each organization can have its sub-levels, creating a hierarchical structure that aggregates data and settings to the top enterprise level.
Accessing Enterprise Settings
Go to Settings > Enterprise. This option is only visible if you have the required permissions as a managing agent.
Enterprise Control: Use these settings to manage professional licenses, user setups, and sub-organization management.
Professional Licenses
What are Professional Licenses?
Professional licenses define the labels of the Account and Organization fields that are available for users to input their license details. They ensure consistency across all sub-organizations under the main org.
Setting Up Professional Licenses:
Access the Enterprise Settings.
Click on the Professional Licenses section.
Define the labels that users will select when setting up their accounts. Information will automatically save.
These settings apply to all sub-organizations, influencing document merging and compliance document generation.
Importance of Professional Licenses
These licenses are crucial for generating consistent compliance documents.
Ensure that all users within the enterprise and sub-organizations adhere to desired order of licenses.
Organization Management
Enterprise settings allow you to oversee and manage sub-organizations under your main organization.
1. Accessing Organization Management
Click on Enterprise > Organizations.
View a list of all sub-organizations associated with your top-level organization.
2. Navigating Sub-Organizations
Use the search bar to find specific sub-organizations.
Click on an organization’s name to view its sub-levels and additional organizations under it.
Manage organizations using the action button on the right of each organization row.
3. Adding new Organizations
Add New Organization: Click the Add New Organization button in the top right corner to create a new sub-organization.
Fill in all required details in red and press Save button to create new organization.
When creating Australian and New Zealand org, please input Date and Time Format as shown bellow to avoid any problems with selecting dates in new org:
Date Format - dd/MM/yyyy
Time Format - HH:mm
4. Managing and Adding Users
Show Users: View all users in any organization by clicking
Actions button > Show Users. Here you can also choose to add new or existing user to that same org.It will load Users section on screen with all users in that organization
Add new Users: To add brand new users or assign the existing ones to the organization you can do it from Organizations interface and Users interface.
When accessing from Show Users screen click on Add new button on the top right to create new users
When adding users to an organization in Salestrekker 2.0, you have the option to add either a new user or an existing user.
Adding a new user involves creating a completely new account that does not yet exist in the system. This process requires inviting someone to join for the first time, after which they must verify their email and phone number to gain access. You will need to fill in First name, Last name, Email and Phone with confirmations.
Adding an existing user means selecting a user who already has an account in the system but granting them additional access to a different organization. Adding existing user form is only different by the last Identity email field. It should be populated with the same email as users is using to log into Salestrekker.
User Management Options: Assign roles, add lender and gateway accreditations, and manage user details directly from the organization management screen.
User Custom Setup
Enterprise settings provide a streamlined process for setting up and managing user accounts across all sub-organizations.
1. User Roles and Permissions:
Assign specific roles to users based on their function within the organization.
Manage user permissions directly from the Show Users screen.
2. Configuring User Accreditations:
Lender Accreditation
Add lender accreditations to users for specific tools (e.g., home loan or asset finance).
Gateway Accreditation
Add or edit gateway accreditations to enable users to access various broker tools.
3. Editing User Details:
Use the Edit User option to modify user information, such as names, referral codes, and other commissioning details necessary for system operations.
Common Issues and Troubleshooting
1. Permissions Issues: Ensure you have the correct permissions to access enterprise settings and perform mentioned actions.
2. Organization Hierarchy: Confirm the hierarchical structure of sub-organizations is correctly configured to avoid conflicts.
3. User Accreditation: Verify all required accreditations are assigned to users to ensure smooth operation within the platform.