Customize the Roles and Permissions for your employees.
When you arrive at the Roles and Permissions page in the Settings area, the roles for your dealership are listed.
You can export or print this as needed.
The system starts with the default roles based on typical tiles, and the permissions can be edited.
Setting a role for employees, such as a Scheduler, is vital to allow the employee to get the most up-to-date information on the status of orders. Scheduler is not a default role; it must be created with their permissions.
Note: For JLR retailers, permissions are set by the SSO and can not be changed. For more information, please review the article specific to JLR.
- Create a new role by selecting New Role or copy an existing one.
- Enter the Role Name.
- Enter the Role Description.
- Select the permissions for each of the listed areas.
- Read is view only.
- Modify allows the ability to create or change. In most areas, we recommend this for management or administrator use.
- Delete: Allows full rights to view, change, and delete. Best used for administrators only.
The Global permission groups include:
- Accessories and pricing, including description, images, fitment, and featured/hidden. The Best Practice is to allow sales and parts personnel to view the information without making changes.
- Catalog Settings include dealer contact information, email recipients, configuration (such as labor and commission), accessory categories, and other dealer features. The best practice is only to provide this access to administrators; sales and parts personnel should not have access to this information.
- Access to the Roles and Permissions should be exclusive to the administrator and upper management.
- We recommend that only the administrator modify special pricing.
- It is recommended to provide access to User Accounts for the administrator and management to view the dealer’s users' list and details (such as info, login credentials, and history).
The Orders permission group includes the ability to change the order, including editing contact information, adding discounts, and seeing order details. In this permission group, you can also set if someone can submit, process, or cancel orders.
- Save your changes.
- The Change History will be updated.
- The role will appear in the roles list and is available for use.