Administration
Company-wide configuration lives under Admin in the sidebar. It is only visible to administrators. If you cannot see it, your account does not have the access level for it, and an administrator has to make the change for you.
The admin area is grouped into three parts:
- ⟦Organization⟧: Company Profile, Entity Fields, Custom Entities and Tenancy Settings. This is the shape of your CRM: what a record looks like, what kinds of thing you track, and how the system behaves for everyone.
- ⟦People⟧: User Management and Teams. Who has an account and how they are grouped.
- ⟦Access & Permissions⟧: Role Access, which decides what each level of user can see and do.
Two distinctions worth holding onto:
- Company settings versus your own settings. Anything under Admin affects the whole company. Your personal choices (language, notifications, how Dealy talks to you) live under Account Settings and affect nobody else.
- Configuration versus data. Adding a field to customers is configuration and belongs here. Filling that field in on one customer is data and belongs on the record.
Changes here apply to everyone immediately, which is why the area is restricted. Removing a field or a role affects colleagues mid-work, so it is worth telling people before making structural changes.
In this section
Add users and set what they can do
Invite colleagues, give them a role, and control what each of them can reach
Add a custom field
Track something DealJourney has no field for, on any record type
Decide what has to be filled in before a record is created
Choose the fields everyone must complete before a customer, lead or any other record can exist
Set up your pipeline stages
Define the columns your deals move through, in the order your sales actually happen
Set your company details
Set the name, logo, address, registration number and base currency used across the app
Turn features on and off
Switch modules on or off for your company, and why a colleague sees a menu you do not
Set your billing details and verify your VAT number
Tell DealJourney who to invoice, and verify your VAT number so the right tax is charged
Find and download the invoices DealJourney sends you
Where your DealJourney invoices and credit notes live, and what is on them
Choose which KPIs a list page shows
Swap the KPI cards above Customers, Leads, Opportunities, Subscriptions, Invoices and Orders for the numbers your company actually watches, and hide the row for yourself
Set up teams
Group people so lists, hours and routing can be scoped to "my team" rather than everyone
Control who can open what
Four access levels per page per role, plus your own roles when the built-in ones do not fit
Build your own sidebar menus
Rearrange the navigation, and give different roles, teams or people a different menu
See what an external AI assistant did
Every action taken through the AI connection, with an undo for the reversible ones
Your plan, seats and limits
What plan you are on, how many users it covers, and how to change it
Choose the field that identifies one of your records
Name your own customer number, P-nummer or legacy reference so imports link on it instead of creating duplicates
Common questions
- Why can a colleague not see something?
- Where do custom fields appear?
- What do people have to fill in to create a customer?
- How do I change pipeline stages?
- How do I change our company name?
- Why do I not have that feature?
- How do I add our VAT number?
- Why does the invoice say reverse charge?
- Why can I not edit the KPIs?
- What are teams for?
- A colleague cannot open a page
- Different menu for different roles
- What did the AI change?
- How many users can we have?
- Our records have their own ID, can imports use it