Role Management - Lead Manager Admin

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• 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 - Customer Profile Role

  Enables Customer Profile screens on Customer Detail screen.  The Customer Profile screen can also be added via the Lead Manager Admin Role.

• Role Management - Managing Notifications

  Splitting Role Notifications  In 20.8.1 we improved the way Notifications are handled within selected roles.  Where previously in app Notifications, Email and SMS notifications were controlled via a single 'Notifications' check box we've now added ...

• Lead Management - How To Set Up Recipients For New Electronic Leads

  The Lead Management screen is used to manage the first recipients of new electronic leads that are captured automatically.  The Lead Manager screen operates independently from the Manage Leads role which controls lead visibility, whilst the Lead ...

• 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 ...