< Getting started with Dealership CRM

CHAPTER 4

Learn Dealership CRM basics

Set your team’s permissions

The Dealership CRM allows you to control who on your team can access your information and use specific features of the CRM by setting your team’s permissions. To do this, you create a group of users and choose what they can and cannot do. Once you’ve made the group, all users in that group will have the same permissions. It’s easy!

Depending on your plan, you can grant or restrict access to:

  • Lists
  • Campaigns
  • Subscription Forms
  • Templates
  • Deals
  • Accounts
  • Contacts
  • Automations
  • Reports
  • Saved Responses
  • Landing Pages

How to create a user group set your team’s permissions

  1. Click “Settings” > “Users and Group” on the left menu.
  2. Click on the “Groups” tab.
  3. Click “Add a new group.”
  4. A window will appear. Complete the fields provided on the “Info” tab. If you’re on a Marketing plan, select the lists this group can access.
    • When you select one or more lists on this tab, your users can only see contacts within those lists
    • If you do not select any lists, then your users will not see any contacts on these lists, no matter their status (Active, Bounced, Unsubscribed, Unconfirmed)
Dealership CRM Add A New User Group
  1. Click the “Permissions” tabClick each section, then click each item you want your user group to have access to. 
Dealership CRM Edit Group Permissions
  1. Click the “Limits” tab. You can limit what users are allowed to do. To include a limit, click on the applicable boxes and provide the requested information.
    • Marketing Accounts – Limit the number of 1:1 emails users are allowed to send in a given time frame, limit the number of contacts users can add to the account, limit the number of lists users can create, and limit the number of campaigns they can send in a given timeframe
    • Sales Accounts – Limit the number of 1:1 emails users are allowed to send in a given time frame and limit the number of contacts users can add to the account
  2. When finished, click the “Save” button.
Dealership CRM Edit Group Permissions

CHAPTER 4

Learn Dealership CRM basics

Set your team’s permissions

The Dealership CRM allows you to control who on your team can access your information and use specific features of the CRM. To do this, you create a group of users and choose what they can and cannot do. Once you’ve made the group, all users in that group will have the same permissions. It’s easy!

Depending on your plan, you can grant or restrict access to:

  • Lists
  • Campaigns
  • Subscription Forms
  • Templates
  • Deals
  • Accounts
  • Contacts
  • Automations
  • Reports
  • Saved Responses
  • Landing Pages

How to create a user group and assign permissions

  1. Click “Settings” > “Users and Group” on the left menu.
  2. Click on the “Groups” tab.
  3. Click “Add a new group.”
  4. A window will appear. Complete the fields provided on the “Info” tab. If you’re on a Marketing plan, select the lists this group can access.
    • When you select one or more lists on this tab, your users can only see contacts within those lists
    • If you do not select any lists, then your users will not see any contacts on these lists, no matter their status (Active, Bounced, Unsubscribed, Unconfirmed)
Dealership CRM Add A New User Group
  1. Click the “Permissions” tabClick each section, then click each item you want your user group to have access to. 
Dealership CRM Edit Group Permissions
  1. Click the “Limits” tab. You can limit what users are allowed to do. To include a limit, click on the applicable boxes and provide the requested information.
    • Marketing Accounts – Limit the number of 1:1 emails users are allowed to send in a given time frame, limit the number of contacts users can add to the account, limit the number of lists users can create, and limit the number of campaigns they can send in a given timeframe
    • Sales Accounts – Limit the number of 1:1 emails users are allowed to send in a given time frame and limit the number of contacts users can add to the account
  2. When finished, click the “Save” button.
Dealership CRM Edit Group Permissions
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