Role Management - Customer Profile Role

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• 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 ...

• Customising Customer Profile Groups and Items

  Customer Profile Groups You can set up groupings for your Customer Profile screen via the 'Customer Profile Groups screen under 'Settings>Sales Pipeline Settings'.  To access the screen you need to be a manager in the Role Management - Lead Manager ...

• 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 - Visitor Book

  The Visitor Book Role Management Settings ​ The Visitor Book is controlled via a new 'Visitor Book' role.  As of 12/05/20 this role was provisioned for all AutoPlay Sales Pipeline accounts.  Setting up the role creates a 'Visitor Book' menu item to ...

• 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 ...