Why can I no longer view or edit certain listings when I could previously?
It may be that your role management settings have not been applied correctly.
If you didn't have access to these records when using the Silverlight software then it is probable this is because your manager has requested your access level - in which case talk to your manager about your visibility.
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Why can't I view/edit certain screens, leads, listings or forms?
autoplayauto.com has refined and strengthened the role management settings to ensure that salespeople only have access to the data they should have. Whilst we have taken great care to ensure there is no disruption to users, it is possible that on ...
What is role management and why can I see it?
Role management is the group of settings and logic that dictates which users can view and edit records. These are either grouped into roles that control a range of functions such as Listings Manager and Lead Manager. Other roles are more specific ...
Why can I see the listings I can see?
The Listing Manager role controls what listings are visible. You do not need to be a manager in order to view listings within a yard. There is also a setting in each User screen for users to set their 'Default Yard'. The Default Yard will be the ...
Why can I view a summary popup instead of accessing the full record?
In some cases users will see a popup giving a summary of key information instead of being able to see the full record. This happens in cases where we believe viewing this info will help the user, but they do not have the role management rights to ...
How do I view what activity has happened on my customers?
When viewing an individual customer you can see all the Leads, Test Drives or Appraisals that have been created against the customer. If you have role management rights via the Manage Leads role you will be able to click through to view each ...