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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 SellingSelling. 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 OnlyOnly. 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 OnlyOnly. 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 SellingSelling. The Dealer and its Reps may Register Vehicles for Sale as well as Check in as a Buyer.
  • Pre Reg - Pre Registration (settingsis areused sameto asindicate NA)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 (settingsclicking arethe samecheck asbox) NA)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.

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In the permissions section you can Input the following: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,

    CashCheck,  Check  Draft Credit,

    SelectDebit, Wire, P/M Order, 

      Draft, 

      Cash  Credit*  Money Order*  Floor PlanPlan, TeleCheck, ACH* Check  Telecheck*  Late*  Debit*  Draft 

      Travelers Check*

      Check, Cashier

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      Click 'OK'Save' to SaveSave.