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 section from the left menu bar.
This option is only visible if you have the required permissions as a master admin.
Under these settings you can manage organisations and all their sub-orgs, user setups, professional licenses, commissions and lodgements.
Organization Management
Enterprise settings allow you to oversee and manage sub-organizations under your main organization.
Accessing Organization Management
Click on Enterprise > Organizations.
View a list of all sub-organizations associated with your top-level organization.
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.
Adding new Organizations
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
Adding Users
First click on the org actions menu and choose to view all users in that org.
Actions button > Show Users.
Once the user list screen opens, you can add a new or existing user by clicking the 'Add' button in top right corner.
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 Setup Options
Assign roles is done directly from the organization user list screen.
User Management
On the 'User Management' page, the primary list consists of all user main accounts for Salestrekker 2.0.
Clicking on each user's bar will reveal a list of their associated identities, which can then be expanded to view all organizations linked to that identity.
Editing User Details
Under the identity section Actions menu, we can:
View and edit account details
View and edit account personalisations
View and edit the account's updates and reminders
View and configure the account client portal settings
Configuring User Accreditations
We can edit the user's identity lender accreditations, gateway accreditations and additional details, for each organisation the identity is linked to.
This is done under the Actions menu of the organisation list for the linked identity.
Import Lenders
When you are setting up a user account first time, you can quickly import the full list of lenders and their commissions details as configured in the root organisation.
In case the user already has some lenders added to their list, the import button will not work.
Lender commissions can be edited from the "Actions" menu.
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.
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.