Team and User Access Control for Dealerships

Team and user access control sets up sales teams, assigns enquiries to executives and uses roles to decide what each person opens. Commission sheets and payment details stay with the roles you allow.

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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. It also fixes follow-up.

What each role opens

Sales executive

Own enquiries, deals, test drives and today’s follow-ups, with stock and prices visible as far as the dealership allows. Nothing outside that list opens.

Sales manager

The team’s deals and their stages, with the conversion numbers the manager is answerable for.

Finance desk and accounts

Loan files, receipts, balances and the commission sheet are open to these roles, so the money side of every deal is read by the people who work on it.

Dealer principal or GM

Everything, across branches, including what each executive converted and what remains to be collected. Access is set per person.

When roles matter

An executive resigning, with logins closed the same day
A new joiner given the access the role needs
Commission figures kept out of general view
A branch manager seeing the branch and not the group

What roles do not do

Someone with legitimate access to their own customers can still write the numbers down. Roles remove accidental exposure, such as a whole database open to everybody because nobody set it up otherwise. A dealership that wants more than that needs a policy, not a setting.

FAQ

Frequently asked questions

Can we run several branches with one login each?

Yes. 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?

The deals are reassigned to another executive and the history stays intact. Closing a login does not remove the enquiries that person was working on.

Can we stop executives exporting customer lists?

Yes, to a degree. Export can be limited by role and kept with accounts and the GM. It reduces the risk rather than removing it.

Talk to us

Tell us what you need.

Share your requirements and one of our engineers will come back to you within one business day.

What happens after you share your requirements

A senior engineer reads your answers. Nobody phones first.
Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
No call is booked and nothing is paid until you have read the note. Your details stay with us.

Start with your requirements

Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.