Rep Permissions

Rep Permissions 

Select Dealer Profile Application>> Select the Dealer>>Select Representative Tab

In the left-hand pane Expand the Dealer by Clicking the + then Select the Rep you which to edit

On the right-hand side Click the 'Edit Rep' order button

Scroll and click on the Permissions Tab to expand to edit Reps' Information.

Allowed filed

NA - No Buying and No Selling. The Dealer and its Reps will not be able to Register Vehicles for Sale or Check-in as a Buyer for any Sale.

Buy - Buying Only. The Dealer and its Reps may obtain a Bid badge through Rep Check In, although they will not be able to Register Vehicles for Sale.

Sell - Selling Only. The Dealer and its Reps may Register Vehicles for Sale, although they will not be able to Check-in as a Buyer.

Buy / Sell - Buying and Selling. The Dealer and its Reps may Register Vehicles for Sale as well as Check in as a Buyer.

Pre Reg - Pre Registration is used to indicate the Dealer Registration is incomplete and permission for Buying and Selling is not granted.

Marketing - Marketing is used to indicate the Dealer Registration is for Marketing purposes only and permission for Buying and Selling is not granted.

Exclude Mailing: Setting the 'Exclude Mailing' value to true (clicking the check box) will exclude this dealer from being included in the Mailing Label report.

Note: By selecting 'NA' you will set the Representative to 'In Active' status and they will not be able to Buy or Sell or Check-In for a Sale.

In the permissions section you can Input the following Payment Method for Buying and Selling:

Payment Methods

Select Payment Type for use in Seller Settlement.

Cash, Check,  Draft and Wire

Select Payment Type for use in Buyer Settlement.

Cash, Check, Credit,

Debit, Wire, P/M Order,

Draft, Floor Plan, TeleCheck,

Travelers Check, Cashier

Click 'Save' to Save.

Setting Permission

Payment Method