Who Should Not See the Commission Sheet
A floor executive needs his own enquiries and his own deals. He does not need every buyer’s phone number in the database, least of all in the week before he joins the dealership across town.
Teams, and who owns what
Executives sit in teams under a sales manager, and enquiries are assigned to a person rather than to the floor. Who owns a lead decides who can work on it. That is the first half of access control in a showroom, and it is the half that also fixes follow-up.
What each role opens
Sales executive
His own enquiries, deals, test drives, and today’s follow-ups. Stock and prices as you allow them.
Sales manager
His team’s deals and their stages, with the conversion numbers he is answerable for.
Finance desk and accounts
Loan files, receipts, balances, and the commission sheet. Not everybody’s notes.
Dealer principal or GM
Everything, across branches, including what each executive converted and what remains to be collected.
The moments this matters
- An executive resigning, and his logins closing the same day
- A new joiner given exactly the access his role needs
- Commission figures kept out of general view
- A branch manager seeing his branch and not the group
Roles stop the casual, not the determined
Somebody with legitimate access to his own customers can still write their numbers down. What roles do is remove the easy, accidental exposure: the whole database open to everybody because nobody set it up otherwise. A dealership that wants more than that needs a policy, not a setting.
Frequently asked questions
Can we run several branches with one login each?
Branches are set up with their own teams and stock, and managers see their branch. The GM sees all of them in one view.
What happens to a leaver’s deals?
They are reassigned to another executive and the history stays intact. Closing his login does not remove the enquiries he was working on.
Can we stop executives exporting customer lists?
Export can be limited by role, and most dealerships keep it with accounts and the GM. It reduces the risk rather than removing it.
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