Role Management - Group Reporting By Make
New Role - 'Group Reporting By Make'
The new role set by AP1 only for 'Group Reporting By Make'. This will be a role with no yards, no Managers but will allow multiple Makes to be selected. The role is for Group parent accounts only.
The role will enable within brand/OEM/group accounts for users to be set up to restrict visibility. For example...EMD - VW staff can see just Volkswagen, Skoda staff can see only Skoda etc. Will not work by Yard as 'Yards' are not assigned a specific make and visiblity of leads at brand level is controlled by Make.
Role Management - Group Lead Allocation
If a dealership is part of a group it is possible to activate the 'Group Lead Allocation' role in order to move leads from one AutoPlay account to another. With the 'Group Lead Allocation' role you can add the user ID of a user in the destination ...
Role Management - Display Dealer Group Leads
If you run a large dealership Group and have permission to do so AutoPlay can set up the 'Display Dealer Group Leads' role in Role Management. This role adds a 'Dealership' drop down to the Lead Dashboard. The Group head office can then view basic ...
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 - Group Account Visibility
Offer To Dealer Group A new Group Type has been added - 'Group Type Visibility'. When Dealers are added to this Group Type they will be able to See Appraisals logged by each Dealer within that Group and if bidding is enabled then Users will be able ...
Assigning a Role Group to a User
Select the User you want to add a Role Group to from Company Settings/My Users The Roles section includes a drop-down field 'Role Group' Select the Group If roles already exist on the User a prompt will appear 'This User already has Role Management ...