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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 their namesthey will not appearbe inable theto drop-downBuy menuor asSell Activeor Representatives.Check-In for a Sale.


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Click 'Show In Actives' to include In Active Reps in the droppermissions downsection menu.you Usecan this to move a Representative from 'NA' to a different permission.

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Input the following:

Select

  • CreditCash Limit
amountCheck (no bindingDraft effect)

Select

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

    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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