👤 This guide applies to the Funds module and is relevant for users with the Administrator, Fund Manager, and Fund Reviewer role.

What Are Whitelisted Dealerships

Whitelisted Dealerships is a feature that allows administrators to automatically approve all claims or pre-approvals submitted under specific initiatives by trusted dealerships. Instead of being linked to individual submission types, whitelist groups are now assigned at the initiative level, simplifying workflow management and ensuring consistent enforcement of auto-approval rules.

What Has Changed 🚀

Previous Process

Whitelist groups were tied directly to submission types (claim or pre-approval).
Whitelisted dealerships had their individual submissions auto-approved within one hour.
Reviewers could still view and take action on whitelisted submissions if needed.

New Process

Whitelist groups are now attached at the initiative level, not at the submission level.
A new Whitelist Group setting is available in the Initiative Settings under Advanced Settings.
Claim and pre-approval pages now display a warning if a submission is under a whitelisted initiative.
Reviewers cannot approve or reject submissions that fall under an active whitelist group. Auto-approval occurs within two hours.

This change ensures greater control and transparency at the campaign level, while reducing manual oversight for trusted dealerships.

How to Use Whitelisted Dealerships

For Admins and Reviewers

Go to the Initiative Settings for any existing or new initiative.
Open the Advanced Settings section.
Use the Whitelist Group field to attach a relevant whitelist group to the initiative.
Click Save.

Once the initiative is live, any submissions (claims or pre-approvals) from whitelisted dealerships under that initiative will be auto-approved within two hours.

💬 Note: A new whitelist group can only be created by an admin and must still be defined by type (claim or pre-approval) before being linked to an initiative.

For Dealers

No changes are required. Dealers submit claims and pre-approvals as usual. If their submission is under an initiative with an attached whitelist group, it will automatically be approved within two hours.

How Whitelisted Dealerships Works

Whitelist groups are now attached to initiatives, not to individual submissions.
Submissions from dealerships in the whitelist group will be auto-approved if made under the linked initiative.
Auto-approval occurs within two hours of submission.
Reviewers and compliance agents cannot approve, reject, or edit whitelisted submissions.
A warning banner appears on the claim and pre-approval detail pages indicating that the submission is under a whitelist group and will be auto-approved.

FAQ

Can I whitelist a dealership for both claim and pre-approval?

Yes, you can still whitelist dealerships for both claim and pre-approval. Groups must still be created by type (claim or pre-approval), but they are now linked to initiatives instead of submission workflows.

What happens if a whitelisted dealership is removed from the group?

If a whitelisted dealership is removed from the group their future submissions will follow the normal approval process and will no longer be auto-approved.

Who can manage whitelist groups?

Only administrators have access to create or edit whitelist groups.

Will existing pending submissions be auto-approved if a dealership is added to the whitelist?

No, existing pending submission will not be auto-approved if a dealership is added to a whitelist. Only new submissions after the dealership is whitelisted will be auto-approved.

Is there a way to see which dealerships are currently whitelisted?

Yes, to see which dealerships are currently whitelisted navigate to the Whitelist Groups section in the Admin Panel to view the current list.

Where do I attach a whitelist group?

In the Initiative Settings, under the Advanced Settings tab, use the Whitelist Group dropdown to select and attach a group.

Understanding Dealership Whitelisting