The permissions in Closeit are extensive and may not be obvious what each permission is for. This page will explain these permissions which are managed on the group management page.
Please follow the below guide where we will cover the Reportssection of Permissions.
Click on Main> Admin Control Panel
Group Management
Click on Edit Permissions on the relevant Permission Group.
Click on Reports to expand the section
As you can see in the above screenshot, the permissions have appeared under Reports. Even though some permissions are self explanatory, below are explanations on what each permission is used for.
Allowed Form Templates - Allows users access to form templates stated in the text field.
Allowed Report Templates - Allows users access to report templates stated in the text field
Can Create/Edit PDF Forms - Allows users to edit and create PDF forms
Can Generate PDF Forms - Allows to generate PDF forms
Can View My Show Room Overview - Allows users to view My Show Room overview under reports & Dashboards
Database Export - Allows users export data from Closeit
Dead Leads - Gives access to use the Dead Leads report
EGM Lite Report - Gives access to the EGM Lite report
Ford Enquiry Report - Gives access to the Ford Enquiry report
PartEx Report - Gives access to the Part Ex report
Sales Activity - Gives users access to the Sales Activity reports
Sales Conversion Ratio - Gives access to the New/Used Ratio report
Sales Managers Activity Measure - Gives access to the Sales Manager Activity Report
Sales Performance Overview - Gives access to the Sales Performance League report
Vehicle Enquiry History -
Vehicle Enquiry Report (html) - Gives access to the Enquiry Report (html)
Vehicle Enquiry Report (xls) - Gives access to the Enquiry Report (xls)
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.