Add, Edit, and Delete Custom Roles

In addition to preset roles, Dealer Admin now gives you the ability to create custom roles. This enables you to choose the Dealer Admin and Tech APP features that personnel have permission to manage. For more information about available permissions, refer to Custom Role Permissions.

Add a Custom Role

To add a custom role, complete the following steps.

1. In the menu, go to Personnel > Custom Roles.

2. Select the Add icon.

3. Enter a name for the role and a brief description.

4. In Applications, select whether you want the role to apply to Dealer Admin, the Tech APP, or both.

5. To require personnel enter a security code when logging in, turn on Two-Factor Authentication.

6. In Day/Time, enter a start time, end time, and choose days of the week to restrict when the user has access to the apps. Configure remaining information as needed.

7. Select the permissions from preset roles that you want the user to have. For more information, refer to Preset Role Permissions.

8. In each of the remaining sections, select which pages and functions you want the user to have access to. For more information, refer to Custom Role Permissions.

9. In Assign to Personnel, select the users that you want to assign the new custom role to. Otherwise, Add Personnel.

10. Select Save.

Edit a Custom Role

To edit a custom role, complete the following steps.

1. In the menu, go to Personnel > Custom Roles.

2. Select the name of the role, then make changes as needed.

3. Select Save.

Delete a Custom Role

To delete a custom role, complete the following steps.

1. In the menu, go to Personnel > Custom Roles.

2. In the row of the role that you want to delete, select the Delete icon.

3. A dialog pops up to confirm your decision. To delete the role, select OK.