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Permission Level Guidelines
Per module

Module Access Permission – the following information allows you to determine who has permission to access specific areas of the program as well as what you do or do not allow them to do in that area.
You can deny access to an entire module or, because there are 4 levels of users you can give them partial access to a module. Listed below are the modules with the main functions of each. If there is a no in the box – that indicates they have no access to function. In many cases if the access is denied the function tab does not even appear on their screen.
Please review this so that we can set up your desired permission levels for each of your employees.No*
 
Accounting (due to the sensitive information in accounting this is usually a have permissions or don't)
Admin
Manager
Power User
User
Enter vehicle purchase information.
Yes
Yes
Yes
Yes
Delete vehicles.
Yes
Yes
No
No
Clear locks.
Yes
Yes
No
No
Add bills/journal entries associated with the vehicle.
Yes
Yes
Yes
Yes
Add bill credit, delete bills.
Yes
Yes
Yes
Yes
Enter vehicle options.
Yes
Yes
Yes
Yes
Enter/Delete vendors.
Yes
Yes
No
No
Post deal to accounting
Yes
Yes
Yes
Yes
Roll deal back from accounting to finance.
Yes
Yes
Yes
Yes
View/make changes to deal.
Yes
Yes
Yes
Yes
Sync with third party accounting system.
Yes
Yes
No
No
 
Traffic/Desking
Admin
Manager
Power
User
User
Comprehensive view of the guest list
Yes
Yes
No*
No*
Enter/scan/edit customer information on up card
Yes
Yes
Yes
Yes
Delete/Undelete, view deleted customer
Yes
Yes
No
No
Clear locks
Yes
Yes
No
No
View customer history, send non scheduled follow up communication
Yes
Yes
Yes
Yes
Credit Bureau checks
Yes
Yes
Yes
Yes
OFAC check
Yes
Yes
Yes
Yes
Enter/view social security number
Yes
Yes
Yes
No
View gross gauge
Yes
Yes
Yes
No
Create customer payment grid
Yes
Yes
Yes
No
Create Quote
Yes
Yes
Yes
No
Delete Quote
Yes
Yes
Yes
No
Send quote to finance
Yes
Yes
No
No
Enter/edit customer notes
Yes
Yes
Yes
Yes
Enter information re: particular vehicle customer is loooking for
Yes
Yes
Yes
Yes
*Only see their customers
 
Finance
Admin
Manager
Power
User
User
Edit customer information
Yes
Yes
Yes
Yes
Add/scan new customer
Yes
Yes
Yes
Yes
View all pending & completed deals
Yes
Yes
Yes
Yes
Create/delete/unlock deals
Yes
Yes
No
No
Undelete/view deleted deals
Yes
Yes
No
No
Send out deals for financing/credit checks
Yes
Yes
No
No
Roll back deal to traffic/pending
Yes
Yes
Yes
No
See gross gauge
Yes
Yes
Yes
No
View/edit wash sheet
Yes
Yes
Yes
No
Send deal to accounting
Yes
Yes
Yes
Yes
OFAC check
Yes
Yes
Yes
Yes
Create payment grid
Yes
Yes
Yes
Yes
Menu Selling
Yes
Yes
Yes
Yes
Print forms
Yes
Yes
Yes
Yes
Enter/edit customer notes
Yes
Yes
Yes
Yes
 
CRM
Admin
Manager
Power
User
User
Comprehensive view customer contacts
Yes
Yes
Yes
No*
Add/scan/edit customer information
Yes
Yes
Yes
*
View/edit customer history, send non scheduled follow up communication
Yes
Yes
Yes
*
Add/edit customer notes
Yes
Yes
Yes
*
Group view of schedule/calendar
Yes
Yes
Yes
No*
Schedule appts., make changes to any employee calendar
Yes
Yes
Yes
No*
View all scheduled jobs (follow up items that are due)
Yes
Yes
Yes
No*
Delete or Unprocess jobs
Yes
Yes
Yes
No*
Email
Yes
Yes
Yes
Yes
Word processor
Yes
Yes
Yes
Yes
*Only see their customers
 
Inventory Management
Admin
Manager
Power
User
User**
Enter/Edit/delete vehicles
Yes
Yes
No*
No*
Publish inventory to web
Yes
Yes
No
No
Enter/edit vehicle options
Yes
Yes
No*
No*
Enter edit vehicle images
Yes
Yes
No
No
Sync with QuickBooks
Yes
No
No
No
*Only see their customers
**Cost & Invoice tab no visible to the User level
 
BHPH/Leasing
Admin
Manager
Power
User
User
View customer account history
Yes
Yes
Yes
No
Edit/delete account
Yes
Yes
Yes
No
Create new account
Yes
*
*
*
Change status of an account
Yes
No
No
No
Change or enter reference number, added or misc fees
Yes
Yes
No
No
View/edit customer history, send non scheduled follow up communication
Yes
Yes
Yes
No
Enter customer notes
Yes
Yes
Yes
Yes
Delete/edit customer notes
Yes
Yes
Yes
No
View amortization table
Yes
Yes
Yes
No
Take payments
Yes
Yes
Yes
Yes
Delete/reverse payments
Yes
Yes
No
No
Waive late fee
Yes
Yes
Yes
Yes
Rebuild account
Yes
No
No
No
Change payment due date
Yes
Yes
No
No
View vehicle information
Yes
Yes
Yes
No
View/edit deal
Yes
Yes
Yes
No
Calculate payoff
Yes
Yes
Yes
No
Change AR account
Yes
No
No
No
* Determined by the Dealer, requires sensitive information to be entered
 
Settings
Admin
Manager
Power
User
User
Due to the nature of this module only allow access to those whom you want to be able to make changes to default information, add/or remove employees/change their permission levels, change dealer pack amount, or other sensitive information