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 Tools section of Permissions.
Click on Main> Admin Control Panel
Group Management
Click on Edit Permissions on the relevant Permission Group.
Click on Tools to expand the section
As you can see in the above screenshot, the permissions have appeared under Tools. Even though some permissions are self explanatory, below are explanations on what each permission is used for.
Can Access Call Logs - Allows users to access calls that are linked to Voicesafe
Can access Daily Awareness - Allows user access to the Daily Awareness page
Can access Deal Book - Allows users access to the Deal Book page
Can access Display Wishlist - Allows users access to view the Wish List Page
Can access Financier Admin - Allows users access to the Financier Admin page in Tools> View All Tools
Can access Order Book - Allows users access to the Order Book page
Can Access Public Files Folder - Allows users access to the Public Files folder
Can access Receipt Book - Allows users access to the Receipt Book
Can Administer Deal Optimiser - Gives users permissions to administer Deal Optimiser in Tools> View All Tools
Can Send Batch SMS - Allows users to send bulk/batch SMS's
DAR - Access - Allows users access to the Daily Activity Report under Reports & Dashboards
DAR - Edit Daily Weights - Allows user to change the percentage target on the Daily Weights tab
DAR - Edit Targets - Allows users to edit targets on the Targets tab
DAR - Edit Work Calendar - Allows users to edit the Work Calendar tab details
DAR - Update Call Stats - Allows users to update call stats using the Enter Calls button
DAR - View Daily Weights - Allows users to view the Daily Weights tab
DAR - View Targets - Allows users to view the Targets tab
DAR - View Work Calendar - Allows users to view the Work Calendar tab
Disable Access to CAP Valuator - Enabling this permission disables access to the CAP valuator
Disable Fuel Saving Calculator - Enabling this permission disables access to the Fuel Saving Calculator
RSE - Can edit comments & targets - Allows users to edit comments and targets on the Reports & Dashboards> Retails Sales Excellence (VW)> Sales Person Performance page
Template Manager - Allows users access to the Template Manager page
Tool - Deal Board - Allows users access to the Deal Board
Tool - Task & Appointment - Bulk Update - Allows users bulk update task/appointments on the Task & App Search page
Tool - Task & Appointment Analyzer - Allows access to the Task & App search page
Tools - Can Access Data Quality Dashboard - Allows users access to Data Quality Dashboard under Reports & Dashboard
Tools - Can Configure Dealer Options - Allows users to add and edit dealer options under Tools> View All Tools
Tools - CAP Comparator - Defunct
Tools - Dashboard - Allows users to access certain dashboards in Tools> View All Tools
Tools - Dead Lead Manager - Defunct
Tools - Deal Presenter - Allows user to use the deal presenter on the Deal Builder page
Tools - Demands and Needs - Allows users see Demands and Needs report button on the Deal Builder page> Forms & Files tab
Tools - Duplicate Customer Tool - Allows user to use the Duplicate Customer Tool
Tools - DVLA Look Up - Allows users to use the DVLA Look Up tool
Tools - EGM Report - Defunc
Tools - Multi Import Tool - Allows users to use the Multi Import Tool
Tools - News Manager - Allows users access to the Closeit news page
Tools - Part Exchange List - Allows users access to the Part Exchange List tool
Tools - Peugeot XML Export - Allows users access to the Peugeot Export tool
Tools - Profit Dashboards - Allows users access to the Profit & Loss Dashboards in Reports & Dashboard> Profit & Loss
Tools - Source of Business Manager - Allows users access to the Source of Business Manager tool in Tools> View All Tools
Tools - Stock Manager - Allows users to manage the stock
Tools - Urgent Reminders - Allows users access to the Reminder List
Tools - Urgent Reminders - Deals waiting for approval - Allows users to see reminders for deals waiting for approval
Tools - Urgent Reminders - Deals waiting for handover - Allows users to see reminders for deals waiting for a handover
Tools - Urgent Reminders - Deals waiting on salesadmin - Allows users to see reminders for deals waiting on sales admin
Tools - Wish List - Allows users access to the Wish List
Tools Merge Customers - Allows users to merge customers in the Duplicate Customer Tool
View PartEx Valuations on Daily Awareness - Allows users to view part ex valuations on the Daily Awareness page
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.