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 individual yards, edit individual yards and delete yards they are manager of.
A User with just the Yard Admin role will not be able to create a new Yard. You can only add a brand new Yard if you are set up as a Manager in the Company Admin role. Those users can add a new Yard by clicking on the + button in the grey action menu. Company Admins can also edit the Yards without requiring the Yard Admin Role.
All Users see the My Details screen in Profile and main navigation menu. This screen goes straight to the View/Edit User screen for the logged in user. If an AutoPlay #1 User the My Details screen is your own details until impersonating a user.
Yard Admin allows the user to manage Images in Image Bank
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 - 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 - 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 / ...
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 ...