Associate a specific deal with a client

 

You can allow a client's users to access a specific private auction using a client association. Any active private auction can be associated with a client, including those in negotiation.

Note that only one client can be associated at a time.

Clients previously associated with a deal can be dissociated, either before or after it's been approved. If you dissociate a client from a deal, that client's users can no longer access the deal, regardless of permissions.

Deal association does not change client user access permissions. Users must have negotiate and approve access to negotiate and approve a deal. If a client's users do not have negotiate access, they can only access troubleshooting tools and applicable reporting data, and only after the deal is approved. Learn more

 

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