Associate a specific deal with a client

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

Client association is selected in the individual deal settings. 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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