Role Management - Standalone Appraisal Form

Role Management - Standalone Appraisal Form

If you have the 'Standalone Appraisal' role enabled you can create Appraisal Forms via the 'Vehicle Appraisal' screen without being attached to a lead.



1.  If the user has the Standalone Appraisal Form role they will see a + from the Appraisal Dashboard to create a standalone form.

2.  If the user has the Standalone Appraisal Form role but is NOT ticked as a manager they will see only their own Appraisal Forms.

3.  If the user has the Standalone Appraisal Form role but IS ticked as a manager they will see the Appraisal Forms for all users they share the role with.  

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