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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

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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)
  • Marketing - Marketing (settings are same as NA)

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.

per2.jpg

 

In the permissions section you can Input the following:

Select

  • Cash
  • Check
  • Draft

Select

  • Cash
  • Credit*
  • Money Order*
  • Floor Plan
  • ACH*
  • Check
  • Telecheck*
  • Late*
  • Debit*
  • Draft
  • Travelers Check*

Click 'OK' to Save