3. User Access

1.DealerMine Access:

• • 1. Select the DealerMine Access from the drop down; displayed are all screens, tabs, features that a user has access to use.

    2. By default each user will have viewing access based on predetermined permissions based on our role access.

    3. Turn on any screens, tabs or features for any user, followed by clicking Save.

    4. When the employee logs into DealerMine, the product will show corresponding screens, tabs and features in which they've be given access to view.

DealerMine Access > Leads > "View All Leads".  Any user that has access can be given access to view all leads  regardless if they are assigned or unassigned.  BDC Manager, Service Manager etc.

2.Call Select Contacts:

• 1. Displayed on the screen are all the call categories

  2. Check the call types that are required for the employee

  3. Click Save

  4. The employee logs into DealermMne, and they only view the calls checked from this screen

3.Default Call Type:

• 1. Select the Call Types drop down; displayed on the screen are all the call types

  2. Select the call type that will become the employee's default. For this example, Maintenance is selected.

  3. Click Save

  4. When the employee logs into DealerMine, Maintenance will be the call type highlighted on the Call Select screen

4.Default Store and Branch:

• 1. Select Store, and click the employee's default store

  2. Select Branch, and click the employee's default branch

  3. Click Save

  4. When the employee logs into DealerMine, the screens are defaulted to the selected Store/Branch from this screen.

NEW - Version 7.3 – Released July 13, 2017

Show or Hide ALG on the Call Select and in the Recommended Maintenance list. 

Go to User Setup > User Access > Call Select > Show_AvgGrs_Sales

If this option is checked users will continue to see the average gross per operation, whether it's on the Call Select or the Recommended Maintenance list per customer. 

Granting Specific Access to New Features, Screens, Options and More

1. Equity Access Setup

When in User Setup > User Access > Admin Screen > Equity Setup a user can be given access to Equity by placing a check in the Equity check box.

2. Delete Showroom Traffic Log Entries

Now a user can be given access to delete Showroom Traffic Log entries by placing a check in the Admin Screen > User Setup > User Access > Traffic Log > Delete Traffic check box.  Now when on the Traffic Log > Pending Guest any user with access can delete an entry.  Prior to this change all Showroom users had access to delete.

Note: By default this option will be on for the following user types: Sales Managers, Spotters, Salespeople, BDC Manager and Service/Sales BDC)

3. Resolution Emails for Issue Management

Now in User Setup>User Access>Issues we have added a "Resolution Email "check box, when checked off for a user they will received emails on all Issues that are resolved.

4. Adding a user to the "Email Online request" list (eService)

When in User Setup > User Access simply select the user that needs to showup in the Email Online Request list and then place a check in the E-Service check box and Save.

 5. Setting a Users Default Screen Upon Login