Role Management - Overdue Test Drive Notifications
If you wish to receive an in app Notification when a Test Drive becomes overdue you can set up the 'Overdue Test Drive Notification' role. When a Test Drive Form has an end date/time set and this time is passed without the form being completed this will cause a Notification to be generated.
The Overdue Test Drive Notification will be sent to the user who owns the lead, and any user marked as manager of the user. The role can be set up by Yard and User, and it is also possible to deactivate the Notification where an particular individual does not want to receive it.
In 19.4 AutoPlayAuto.com the Overdue Test Drive role can now not only alert you if a Vehicle is double booked for a Test Drive, but also stop the vehicle from being double booked if desired. The Overdue Test Drive function now has role attribute which is a tick box to 'Prevent Double Booking Test Drives'. When added to a role for a yard if a listing has been booked out on a Test Drive or Loan Car Form and the time conflicts with a new Test Drive it will prevent the user from booking the vehicle out. You will need to complete the outstanding TD in order to book a new one for that vehicle.
Role Management - Test Drive Kiosk
The Test Drive Kiosk Role is specifically for the Test Drive Kiosk user. The kiosk user must exist in this role and be marked as Manager. All other users listed will be used to populate the User dropdown on the New Lead screen. This allows the ...
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 ...
Role Management - Audit
The Audit Role enables users with this role to view the Audit screen on any screen where this function is available. The Audit Role is a per user role. The Audit function displays a history of all the changes on a Listing/Lead/Test Drive/Loan ...
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 - Lead Reminder Notification
The Lead Reminder Notification role is for setting up reminders when new leads are received. Historically AutoPlay had a invisible setting in the Lead Management screens which triggered alerts when leads were not actioned. However this setting was ...