This guide outlines the different access levels assigned to users, detailing their capabilities and restrictions. Whether you're an admin managing auctions, a dealer placing bids, or a viewer with limited access, this guide will help you understand the responsibilities and functionalities associated with each role.

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When to use it

When a new user has joined the dealership platform or when a user’s roles within a dealership have changed and need to be updated.

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Where to find it

Depending on the context:

• A new user’s roles will be indicated via the registration form.
• For a user’s role to be updated:
  
  • From the auction grid, click on ‘Options’ and then ‘My Account’.
  • Access ‘Manage my dealership’ and scroll down to ‘Users’.
  • From the list, select the person whose details need to be updated and click on the ‘pencil icon' to edit their roles and permissions.

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Here's what you should know

User Roles

1. Dealer Principal
   
   • The senior executive responsible for overseeing all dealership operations, financial performance, and strategic direction.
2. Sales Executive
   
   • Engages with customers to sell vehicles, assists with financing options, and manages customer relationships.
3. Sales manager
   
   • Oversees the dealership’s sales team, manages targets, and ensures smooth sales operations.
4. Valuator
   
   • Assesses vehicle conditions and determines market value for trade-ins, buy-ins, and auction listings.
5. Auction Manager
   
   • Manages and oversees vehicle auctions within the dealership, ensuring smooth operations, accurate listings, and compliance with auction policies.
6. Guest
   
   • External visitors or potential buyers browsing vehicles on the platform with no selling or buying privileges.
7. Fuel Driver
   
   • Responsible for moving vehicles to refuelling stations and ensuring readiness for sale or delivery.
8. Loan Approver
   
   • Reviews and approves financing applications for vehicle purchases.
9. Disable Manager Offers
   
   • Restricts certain managerial staff from making offers on vehicles, ensuring that only authorised personnel can engage in pricing negotiations.
10. Buy-in approver
    
    • Reviews and authorises dealership buy-ins, ensuring accurate pricing and stock decisions.

User Permissions

1. Dealer Principal
   
   • Full administrative access, including auction management, approvals, and oversight of dealership activities on the platform.
2. Sales Executive
   
   • Access to vehicle listings, customer inquiries, and sales-related functionalities but restricted from auction management.
3. Sales manager
   
   • Broader access than sales executives, including pricing approvals, stock management, and some auction functionalities.
4. Valuator
   
   • Access to vehicle inspection, valuation tools, and market comparison data but restricted from sales finalisation.
5. Auction Manager
   
   • Full access to auction-related functions, including listing vehicles, managing bids, and finalising sales.
6. Guest
   
   • Read-only access to vehicle listings with no ability to bid, list, or make offers.
7. Fuel Driver
   
   • No sales or auction access—limited to tracking vehicle movements.
8. Loan Approver
   
   • Access to finance-related functions but restricted from listing or auction management.
9. Disable Manager Offers
   
   • A restriction setting rather than a standalone role—removes the ability to place offers.
10. Buy-in approver
    
    • Permission to approve buy-ins but limited from other auction or sales functions.

Important details to note:

Along with certain roles, there are certain aspects that need to be remembered.

• All users:
  
  • Should only have one or two roles assigned to them, strictly depending on their responsibilities within the dealership.
  • Can mark a deal as done.
• Valuators:
  
  • Don’t have access to customer details; they only receive notifications when a valuation has been assigned to them.
  • All inspection requests and notifications only go to valuators.
  • Valuator is a core user for the dealership but isn’t involved of the running of everything; this is why they need to receive the notifications.
• The difference between a Dealer Principal and a Sales Manager lies in the reports they may have access to.
• Sales Managers can do everything that valuators can do.
• Sales executives can only view valuations to which they’ve been assigned and ones they’ve requested themselves. If they’ve requested a valuation, it is automatically assigned to them.
• If a user is a seller, they need to have ‘seller/buyer’ indicated under ‘User Permissions’, otherwise, it can be left as the default (buyer).
• Move to Auction may be found on user level, however the user requires 'Seller/Buyer Permissions' for this feature to be available. If they only have 'Buyer Permissions', they will only have 'Auction' permission available.