Permissions - How To Customize User Permissions & Profile Settings

Customizing permissions and profile settings in the Dealer Space app allows you to ensure that your team members have the appropriate level of access to dealership data and tools.

Accessing Permissions and Profile Settings

1. Navigate to the Admin Section:

   • On Desktop: Click the Settings icon in the navigation menu.
   • On Mobile: Tap your avatar at the bottom of the screen and select Go to Settings.
   • Select the Admin tab and then Members.

2. Select a User:

   • In the Members list, locate the team member whose profile or permissions you wish to edit.
   • Click the three dots next to their name and select Update Profile.

Editing Profile Information

1. In the Profile Information tab, you can:

   • Update the user's name and display settings.
   • Add or update a profile photo for identification.

2. Use this tab to ensure the user's basic details are accurate and reflect their role in the dealership.

Managing Permissions

1. Open the Permissions Tab:

   • In the user’s settings, navigate to the Permissions tab.

2. Adjust Individual Permissions:

   • Permissions are categorized into specific functions, each with three levels:
     • Hidden: The user cannot see this data or feature.
     • View Only: The user can see the data but cannot make changes.
     • Edit: The user has full control to view and modify the data or feature.

3. Permissions Overview:

   • Customer and Lead Permissions:
     • Control access to unassigned and assigned customers.
     • Determine if the user can view or edit customer-related data, like documents or activity logs.
   • Deal Permissions:
     • Manage access to advanced deal settings, including payment calculators and profit adjustments.
   • Dashboard Access:
     • Specify access to analytics dashboards for sales, appointments, and marketing.
   • Administrative Permissions:
     • Allow or restrict the ability to invite users, edit permissions, and manage team settings.
     • Enable or disable access to automations, templates, and dealership-wide configurations.

4. Preset Roles:

   • Use Admin, Manager, or Team Member presets to quickly configure permissions:
     • Admin: Full access to all settings and tools.
     • Manager: Admin-like access limited to their assigned location.
     • Team Member: Restricted access with a focus on assigned customers and tasks.

5. Custom Adjustments:

   • Modify presets as needed to tailor permissions for specific roles or responsibilities.

Special Features

1. Round Robin Settings:

   • Enable or disable the user's eligibility to receive new leads in round-robin distribution.
   • Adjust lead weighting to control the number of leads assigned relative to other users.

2. Profit Visibility:

   • Toggle access to revenue and profit metrics. This is useful for limiting sensitive financial data to select team members.

3. Inventory Management:

   • Specify whether the user can view or edit vehicle information, depending on their role.

4. AI Tools:

   • Manage access to AI features, including message generation, tone adjustments, and translations.