Rep Permissions
Rep Permissions
Select Dealer Profile Application>> Select the Dealer>>Select Representative Tab
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
- Buy - Buying Only
- Sell - Selling Only
- Buy / Sell - Buying and Selling
- Pre Reg - Pre Registration (settings are same as NA)
Note: By selecting 'NA' you will set the Representative to 'In Active' status and their names will not appear in the drop-down menu.menu as Active Representatives.
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Click 'Show In Actives' to include In Active Reps in the drop down menu. Use this to move a Representative from 'NA' to a different permission.
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Input the following:
- Credit Limit amount (no binding effect)
Click 'OK' to Save
These settings may be automatically updated if the Representative's Account Status is changed to In Active or Hold.
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