How can I create a new role category?

NOTE: This capability requires Administrator credentials.

STEP 1:

Navigate to DealerAccelerate’s Settings Menu. You can do this by either clicking the triangle on the DealerAccelerate navigation menu (located at the top of your screen) and clicking “Settings” or by clicking the “Settings” link on the bottom of any DealerAccelerate page.

STEP 2:

In the Settings Menu, click the “Roles” tab (Fig. 1).

Figure 1: Roles Tab


NOTE: The number of tabs on your Settings screen may vary from what is picture above, based on your user permissions.

This will bring up the Roles list (Fig. 2).

Figure 2: Roles List


To create a new role, click the “Add Role” button above the top right corner of the Roles list. This will create a new Role record. Enter a role name and edit the permissions as necessary. When you’re done, click the “Save Changes” button in the top right corner of the new Role record (Fig. 3).


Figure 3: Save Changes Button


This will take you back to the Roles list and a notification will appear in the top right corner of your screen to indicate the new User record has been successfully created.

Feedback and Knowledge Base