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 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 - Lead Manager Admin
The Lead Manager Admin role gives access to the Lead Management Settings, Write Up Fee and Report Dashboard Settings. The role is a User based role and includes the Manager Tick. Settings / Report Dashboard Settings / Special Offers Settings / ...
Role Management - Customer Profile Role
The 'Customer Profile' Role is a company/account wide role that controls the appearance of the Customer Profile screen when viewing a Contact Record. There are no restrictions on Yard or User with this role, and there are no notifications associated ...
Role Management - Manage Contacts
The use of the Address Book is controlled via the 'Manage Contacts' Role. If added to the role user can view contacts and contact groups If flagged as Manager, user can add/edit/delete contacts and add/edit contact group If no role created then all ...