Understanding User Roles and Permissions

This article will explain the different roles available, their functions, and how they impact users' access to specific features and tasks in the system.

User Roles for Scheduled Deliveries:

1. Sales

   • The Sales role is assigned to sales representatives responsible for handling vehicle sales and customer relations.
   • Users with this role will receive notifications and updates relevant to their scheduled deliveries.

2. Sales Manager

   • The Sales Manager role is for those who oversee and manage the sales team and process.
   • Users with this role will receive notifications and updates about scheduled deliveries under their supervision.

3. Delivering

   • The Delivering role is for staff responsible for the actual delivery of vehicles to customers.
   • Users with this role will receive notifications and updates about their assigned deliveries.

4. Finance

   • The Finance role is assigned to staff handling the financial aspects of vehicle sales and purchases.
   • Users with this role will receive notifications and updates about scheduled deliveries they are involved in.

Optional Role for the Appointments Calendar:

1. BDC Rep
   • The BDC Rep role is available for staff involved in the Business Development Center (BDC) operations, such as appointment scheduling.
   • This role is optional and can be assigned to users who need access to the Appointments calendar.

Permission Roles:

1. Dealer Admin

   • Users with Dealer Admin permissions can edit settings, create, delete, and edit all users within the dealership account.

2. Calendar Admin

   • Users with Calendar Admin permissions can use the day control bar at the top of each day on the Calendar Overview page, allowing them to manage and modify daily schedules.

3. Reporting

   • Users with Reporting permissions can access the reporting dashboard, which provides monthly or yearly breakdowns of scheduled deliveries.

Conclusion: Understanding user roles and permissions in Dealer by Design is crucial for effective account management and collaboration within your dealership. By assigning the appropriate roles and permissions to your staff, you can ensure that everyone receives the relevant notifications, access, and responsibilities, resulting in streamlined operations and improved communication.