In addition to Administrator, Operator, Sales Person, Sales Manager, Video Verifier, Technician, and Accountant, Dealer Admin now gives you the ability to create custom roles. This enables you to choose the Dealer Admin and Tech APP features that personnel have permission to manage. For more information about available permissions, refer to “Role Permissions”.

Add a Custom Role

To add a custom role, complete the following steps.

  1. Go to Personnel > Custom Roles.
  2. Press the Add icon.
  3. Enter the user’s name and select whether you want the role to apply to Dealer Admin, the Tech APP, or both.
  4. Choose start and end times, time zone, and days. Configure remaining Day/Time information as needed.
  5. Select the permissions that you want the user to have.
  6. If needed, select the users that you want to assign the new role.
  7. Press Save.

Edit a Custom Role

To edit a custom role, complete the following steps.

  1. Go to Personnel > Custom Roles.
  2. Select the name of the role, then make changes as needed.
  3. Press Save.

Delete a Custom Role

To delete a custom role, complete the following steps.

  1. Go to Personnel > Custom Roles.
  2. In the row of the role that you want to delete, select the Delete icon.
  3. A dialog pops up to confirm your decision. To delete the role, press OK.