An Account Admin has the ability to adjust user roles and permissions. This is located under the "Users" tab.
Role: Sales Rep
Sales reps are responsible for collecting contact information, following up with customers, and selling cars. In AutoRaptor a Sales Rep can:
Create new up sheets
Work with existing up sheets
(Depending on the dealership's settings for lead assignment): claim new up sheets.
If you want your Sales Reps to have more permission levels, you can scroll to the bottom and select the ones you are interested in below:
Role: Manager
Managers are responsible for managing sales reps and the day-to-day operations of their dealership. They can do anything a sales rep can plus:
Assign e-leads (depending on the dealership's settings for lead assignment)
Reassign any up sheet
Transfer up sheets to a different dealership
Edit any up sheet, regardless of assignment
Delete up sheets
See quote details such as gross, invoice pricing, etc.
Role: Admin
Admins have access to dealership settings and user settings. The following are handled by an Admin:
Managing account settings, which includes the following:
Creating / Editing Action Plans
Quoting Defaults
Adding a Source
Adding / Editing Templates
Obtaining your e-leads address
Lead Assignment Settings
Managing your Auto-Reply for E-leads
Mapping Sales Data (if sales integration is set up)
Exporting Data
Role: Owner
The Owner is typically the person who created the AutoRaptor Account for the dealership. An Owner has access to all of the above and also:
Inserting A2P10DLC Texting Compliance Business Information
Turning on 2FA (2 Factor Authentication)
Update Billing information for the Dealership
Adding and deleting dealership locations
Submitting the Cancelation form to AutoRaptor.