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PDK dealer transfer process explained

Dealer transfer work is rarely just a technical handoff. It usually combines permissions, account ownership, support processes, and operational timing constrai…

Written by Harman Sandhu
Updated this week

PDK dealer transfer process explained

Dealer transfer work is rarely just a technical handoff. It usually combines permissions, account ownership, support processes, and operational timing constraints that affect the migration window.

What this article covers

  • The control points that matter in dealer transfers

  • Where permissions and settings influence the outcome

  • Why support escalation paths matter during transfer planning

Transfer workflow and constraints

  • Dealer-Level vs Customer-Level Permissions: Dealer-Level: A permission role granted at the Dealer level automatically applies to ALL Customer Accounts under that Dealer. Customer-Level: A permission granted within a specific Customer Account provides access only to that account.

Next steps

  • Use this when the migration depends on dealer cooperation or account handoff steps.

References

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