Role Management - Hub Yard Manager
The Hub Yard Management role is designed for Group accounts where there is a need to view leads across various Yards(locations) within a Group.
- For the Hub Yard Management role to work there is a dependancy on creating a Dealer Group Type - Dealer Hub and the users must also have the Manage Leads role
- Users assigned to the Role will see the 'Dealer Hub' filter on the Lead Dashboard. When a Hub is selected, the screen will display any lead that is assigned to the Dealers within the Hub.
- The Role can be limited by Make
- No Manager settings apply
Dealer Group Type - Dealer Hub
A Dealer Group can only be created by AutoPlay staff, from the Client Admin/Dealer Groups list screen. Click the '+' icon to create a new Dealer Group or Select an existing group. Initially the Details section only will display, on select of Type ...
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 - Vehicle Appraisal Manager Approval
The 'Vehicle Appraisal Manager Approval' role activates the Manager Approved Field within Appraisal Screen 1. Vehicle Appraisal Manager Approval Role is yard based 2. Creating a role that is blank makes the Manager Approval field visible but greyed ...
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 / ...