Role Management Vehicle Appraisal Manager Approval

Role Management - Vehicle Appraisal Manager Approval

The 'Vehicle Appraisal Manager Approval' role activates the Manager Approved Field within Appraisal Screen
1. Vehicle Appraisal Manager Approval Role is yard based 
2. Creating a role that is blank makes the Manager Approval field visible but greyed out
3.  If a name is added to the list then they can see the field but not tick it
4.  If ticked as Manager they can tick appraisal approved when either creating the record or editing it

The 'Vehicle Appraisal Manager Approval' role also affects the Appraisals Menu Item
1. If ticked as Manager can also see menu item summary Vehicle Appraisals.
2. The Manager in this role will only see the users Appraisals that are in the role with them
3.  Non manager in the role cannot see it at all.
4.  A notification and an email will be sent to all Manager users within this role.

In addition when a Dealer has the 'Vehicle Appraisal Manager Approval' role then the addition of Appraisals to the Write Up form will be limited to Approved Appraisals only. 

    • Related Articles

    • Role Management - Vehicle Appraisal Wholesale Quotes

      How To Hide The Wholesale Quotes Section In some dealerships it may not be appropriate to display the Wholesale Quotes section.  If you need to hide the Wholesale Quotes section you can do so using the 'Vehicle Appraisal Wholesale Quotes Role'.   If ...

    • 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 ...

    • Role Management - Loan Vehicle

      The Loan Vehicle role activates the ability to load a Loan Vehicle from the Vehicle Registry screen (via the + menu on iPad and the RHS buttons on Desktop). If the User is added to the list they will be able to see their own Loan Car Forms, whilst if ...

    • 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 - Vehicle Wishlist & Email

      The Vehicle Wishlist & Email Role controls the notifications sent to users when a Wishlist matches against an existing Listing or Appraisal. When the Wishlist Matching routine runs, any users in this role will be emailed if one of their clients' ...