User Permissions

Portal

Portal is your jumping off point to the application. It’s where you can see your locations, access release notes and training, or update your User Profile.

All users have access to the Portal, but you can also give users two other types of permission to access it, which include Dealer Administrator and Global Translator.

Dealer Administrator

For users that need to manage user access to the dealer location.

They can:

• Manage general contact and location information for the dealer location.
• Add and remove users for the dealer location.
• Set user permissions for the dealer location.

NOTE: This permission does not give the user the ability to manage and configure within the Location database. To do that, they need an additional permission in Location, such as General Manager.

Global Translator

For users that need to handle language translations for the dealer location.

They can:

• Authorize global translations of the system.

Location

On your Permission Editor page, your dealer location’s name will appear at the top. So, we’ll refer to this section as Location.

Location is where all the work is done in the application. It’s where you can create and manage cases and service requests, view or manage assets and customers, and configure the system depending on your permissions.

Users do not have access to Location by default. You must give users at least one type of permission. If you give them multiple, they’ll be able to perform the actions of all the permissions you selected.

General Manager

For users that oversee the dealer location.

They can:

• Create and manage cases, assets, contacts, and customers.
• Manage service requests.
• Send and receive notes.
• Use the calendar.
• Manage customer names.
• Add and remove attachments to customers.
• Access the Admin tools.

Parts Counter Rep

For users that need to enter parts for each operation in a case.

They can:

• Create and manage cases, assets, contacts, and customers.
• Manage service requests.
• Send and receive notes.
• Use the calendar.

Parts Manager

For users that oversee the work of Parts Counter Reps and need to manage the parts available at the dealer location.

They can:

• Create and manage cases, assets, contacts, and customers.
• Manage service requests.
• Send and receive notes.
• Use the calendar.
• Manage customer names.
• Add and remove attachments to customers.
• Access the Admin tools.

Service Advisor

For users that need to communicate changes and approvals with the customer.

They can:

• Create and manage cases, assets, contacts, and customers.
• Manage service requests.
• Send and receive notes.
• Use the calendar.

Service Manager

For users that oversee the work of Service Advisors and need to manage the services available at the dealer location.

They can:

• Create and manage cases, assets, contacts, and customers.
• Manage service requests.
• Send and receive notes.
• Use the calendar.
• Manage customer names.
• Add and remove attachments to customers.
• Access the Admin tools.

Technician

For users that need to diagnose and perform service on the assets.

They can:

• Create and manage cases, assets, contacts, and customers.
• Manage service requests.
• Send and receive internal notes.
  (Customers will not see Technician notes.)
• Use the calendar.

Insite Reporting

Report User

For users that need access to the Insite reporting application.

When saved, the system will create an Insite account for the user, so they can access Insite.

The user will see an Insite button on the left toolbar of Pricing and (only if they have permission to the Admin tools) on the Reports Area page. When clicked, it’ll open up Insite in a new browser page.