Managing Roles from the User Screen
Users with the 'Role Manager Admin' and the 'User Admin' see the Role section on the 'User'
This shows the Roles that the user has been assigned to, including those where they are set to Manager.
Those Users flagged as 'Manager' will be able to add roles directly from this section, by clicking the 'Add' button in the Section header.
The Select Roles pop-up will display, giving you the option to Select the roles required.
to find out more about the role click on the 'Blue +' icon and the 'View Role' option will display.
Managing Roles is done by navigating form the LHS menu bar to the Company Settings/Role Management screen. Open or Create New Role If the Role does not already exist on the Dealership or you require a different configuration for an existing Role, ...
Role Management Overview
Role Management is available for Autoplay Users and users who are assigned to the 'Role Manager Admin' role. Managers can add or remove users to the Role, Non-Managers have view only access. Not all Roles can be administered to users with the ...
Role Management - User Admin Role
Role Overview The User Admin Role controls the visibility of 'My Users' within Settings>Company Settings>My Users. If a User does not have the User Admin role at all they cannot see My Users. If a User has the User Admin role they can view the list ...
Role Management - Role Manager Admin
Role Overview Users in this role will have access to the'Role Management' and the 'Role Groups' screens in Company Settings. This will provide Users with the ability to see what Roles have been assigned to the Dealer. On opening the record, you ...
Role Management - Managing Notifications
Splitting Role Notifications In 20.8.1 we improved the way Notifications are handled within selected roles. Where previously in app Notifications, Email and SMS notifications were controlled via a single 'Notifications' check box we've now added ...