Role Management - User Admin Role

Role Management - User Admin Role

Role Overview 

The User Admin Role controls the visibility of 'My Users' within Settings>Company Settings>My Users.

  1. If a User does not have the User Admin role at all they cannot see My Users.
  2. If a User has the User Admin role they can view the list of Users but cannot edit anything.
  3. If the User has the User Admin role and is ticked as a Manager then they can view individual users, edit individual users, create new users and delete users.

All Users see the 'My Details' screen in the profile and main navigation menus. This screen goes straight to the 'View/Edit User' screen for the logged in user. If an AutoPlay #1 User visits the 'My Details' screen it will display the AP1 Users own details until impersonating a user.

Role Manager Admin and User Admin 

Users who have the Role Manager Admin and the 'User Admin' role will also see the Role section on the 'User' screen.  This shows the Roles that the user has been assigned to, including those where they are set to Manager.    



Those Users flagged as 'Manager' will be able to add roles directly from this section, by clicking the 'Add' button in the Section header.




    • Related Articles

    • 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 - 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 / ...

    • Assigning a Role Group to a User

      Select the User you want to add a Role Group to from Company Settings/My Users The Roles section includes a drop-down field 'Role Group' Select the Group If roles already exist on the User a prompt will appear 'This User already has Role Management ...