The permissions in Closeit are extensive and may not be obvious what each permission does This page will explain these permissions which are managed on the group management page.
Please follow the below guide, where we will cover the Deal Process section of Permissions.
Click on Main> Admin Control Panel
Group Management
Click on Edit Permissions on the relevant Permission Group.
Click on Deal Process to expand the section
As you can see in the above screenshot, the permissions have appeared under Deal Process. Even though some permissions are self explanatory, below are explanations on what each permission is used for.
Allow Free Tax Editting - Allows users to edit the RFL field freely with having to choose a price from the list provided
Can Access Deal Optimiser - Allows users to access Deal Optimiser on
Can Add Handover Appointments - Allows user to add handover appointments for customer deals
Can Close Trade Deals - Defunct
Can edit Deal Profit - Allows users to edit profit on the Figures Tab
Can Edit Details Tab - Allows users to edit the details of customers on the details tab on the Customer Overview page
Can Edit Finance Notes - Allows users to edit notes on the Figures tab
Can Edit Finance Tab - Suggested Payments - Defunct
Can Edit FSA Tab - Allows users to edit fields/buttons on the FSA Tab on the deal builder page
Can Edit GAP Price - Defunct
Can Edit Invoice Date - Allows users to edit the invoice date on the Sales Admin Tab, on the deal builder page
Can Edit SafeGuard Price - Defunct
Can Perform DVLA Lookup - Allows user to do a DVLA lookup on the Deal Builder page
Can Reopen Deals - Allows users to cancel closed deals and therefore making them open deals.
Can update deal after handover - Allows user to update the deal after a handover has been completed
Can View Bonuses - Allows users to view bonuses on the figures tab, on the deal builder page
Can View Deal Profit - Allows users to view the profit on a deal, on the Figures Tab, on the deal builder page
Can View Dealer Option Profit - Allows users to see the profit on the dealer options, on the options tab, on the deal builder page
Can View Finance Profit - Allows users to view the finance profit on the figures tab, on the deal builder page
Can View FSA Tab - Allows users to see the FSA tab on the deal builder page
Can View Profit Sheet Vehicle Price & Cost - Allows users to see the vehicle price & cost on the profit sheet, on the Figures tab, on the deal builder page
Deal Approver - Allows users to approve deals
Deal Optimiser - Override Profit Limits - User can override profit limit on the deal optimiser page
Disable DWB Edit - Users can edit Dealer Write Back on the Deal Builder page
Disable DWB View - Users can view Dealer Write Back
Disable editting of OTR Price - Disables access to users editing on the road price on the deal builder page
Disable EV% / FD Edit - Disables access to users editing percentage discount and fixed discount on the deal builder page
Disable EV % / FD View - Disables access to users viewing percentage discount and fixed discount on the deal builder page
Finance Approver - Defunct
Part Ex Approver - Defunct
Receipts - Add - Allows users to add receipts
Receipts - Delete - Allows users to delete receipts
Receipts - Edit - Allows users to edit receipts
Receipts - Print - Allows users to print receipts
Receipts - View - Allows users to view receipts
Show Add RFL Button on Deal Builder - Allows users to have the RFL(Road Fund Licence) button on the deal builder page
Show Example finance Options - Shows finance options on the deal builder page in the pick box
Show Part Ex SIV on Deal Builder - Allows users to see SIV on a part ex, on the deal builder page
Show Total Deal Price on Deal Builder? - Show the Cost to change on the deal builder page
User is Sales Admin - Working in tandem with some permissions in the Interface section, this permission gives sales admin a slightly different view on login and shows them other sales admins in the drop down on the today page
User is Salesman - Users will see their name in the drop on the dashboards and will show accordingly in the dashboards if this permission is enabled.
Simply click in the Enable/Disable radio box to enable or disable accordingly. Once complete, click update and the permission/s will go live within an hour.