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 / Customer Profile Groups
- Settings / Customer Profile Items
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 - 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 - 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 ...
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 - 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 ...