Settings
How Do I Set A Default User Sort Order?
If you have the Company Admin role you can set a default 'User Sort Order' to control whether you want to display user lists sorted by first or last name. This setting will determine if the user list is sorted by First or Last Name, and is ...
What are all the Settings screens I can now see?
When building autoplayauto.com one of our goals was to be able to safely expose our Settings screens to users. In the past our customers were able to create users, but unable to create all the role management settings required to effectively use the ...
Why can't I Close Won or Close Lost?
This function can be restricted by user if the DP/Sales Manager requests. If you are unable to close a lead as Won or Lost it will be because this functionality is restricted for your user account. In this scenario please talk to your manager and ...
When creating a new lead what does the 'Opt In' button do?
The Privacy Policy should be used to disclose to your customers why you are capturing their data, what you are using it for and who it is being shared with. This can be marked as 'Accepted' if the customer has seen and agreed to the T&C's. In ...
How can I view my leads by Created Date?
In autoplayauto.com it's possible to view the Sales Pipeline Dashboard by Created Date instead of Next Action Date. You can toggle between the two views using the 'Use Created Date' check box within the date range filter. When you tick this option ...
How do I delete a user?
If you have the right role management setting you can delete a user that no longer requires access to AutoPlay. The 'Delete' button is visible in the Action menu under the User Details screen. If you Delete a user their historical leads will remain ...
I've set up a new User and they have access AutoPlayAuto.com but can't login. What do I do?
Every user must have a password set up. You can enter the users email address and click 'Reset Password' to email the new user a link to set up their password. Search under General>User Management in the support center to find out more about ...
How do I set up a new user?
If you have the User Admin role you can set up new users via the My Users screen. If you have the right role you will see a + button in the grey Action menu. Remember that setting up a user is only half the equation - you also need to make sure you ...
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 ...
I would like to tighten the visibility for certain screens or functions. What do I do?
The old Silverlight Studio had numerous behind the curtain settings that AutoPlay can tweak per user to customise access and visibility within different screens. Autoplayauto.com has expanded this in certain areas including User and Company Admin. ...
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 ...
How do I add an avatar to my profile?
To add your photo to autoplayauto.com so that it appears in the top right hand corner, access the My Details screen. In the grey Action menu there will be a picture icon. Simply select your image, resize using the built in tool and upload your ...