Role Management - Company Admin

Role Management - Company Admin

Users within this role can see a READ-ONLY view of the company settings, and sales pipeline settings screens from the My Company menu item on the profile dropdown.

Managers can also edit the company record.

Users NOT added to the role will not see the My Company menu item in the profile dropdown.

AP1 users can add/edit/delete a company record via the Company Settings screen on the LHS - this role does not affect that.

The Company Admin role also enables users to manage images via the Image Bank.

Company Admin Role also gives permission to create Yards  A User with just the Yard Admin role alone will not be able to create a new Yard.  You can only add a brand new Yard if you are set up as a Manager in the Company Admin role. 
- Those users can add a new Yard by clicking on the + button in the grey action menu. 
- Company Admins can also edit the Yards without requiring the Yard Admin Role.
- Company Admins can also Delete any Yard

    • Related Articles

    • 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 - 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 - Yard Admin

      If a User does not have the Yard Admin role at all they cannot see My Yards. If a User has the Yard Admin role they can view the list of Yards but cannot edit anything. If the User has the Yard Admin role and is ticked as a Manager then they can view ...

    • 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 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 ...