Note: This article refers to actions only accessible by Truck Pros with Sales Manager access.
Overview
Managing Truck Pro permission levels is crucial for ensuring that each team member has the appropriate access to system features based on their role. Properly set permissions help protect sensitive information, maintain control over system actions, and streamline workflows. We recommend reviewing our Truck Pro Permission Levels article for a refresh on the different permission levels if needed before exploring this article.
This article will guide you through the process of adding or removing a Truck Pro from a Sales Manager or Inventory Manager permission level. By customizing these permission levels, you can ensure that users have the right level of access while safeguarding data security and maintaining operational efficiency.
Modifying Sales Manager Permission Levels
How to Assign the Sales Manager Permission Level to a Truck Pro
Reminder: Only assign the Sales Manager role to individuals who need full system access. This role allows modifications to other Truck Pros' profiles and settings.
Step 1: Access the Truck Pro's Profile
Once you're logged into your Work Truck Solutions site, open the Tools menu. From there, navigate to the Truck Pro Management section and find the Truck Pro you wish to assign to have Sales Manager access. Click on their name to open up their Truck Pro profile.
Step 2: Update and Confirm new Permission Level
(A) In the profile section, navigate to where it says Sales Manager.
Click on “Not Sales Manager” which will open up a small pop up window.
(B) In the pop-up window, you will want to check “Yes”.
(C) Click on the checkbox to confirm your choice of assigning the Truck Pro the new permission level.
Make sure to double check that the Truck Pro has been changed from “Not Sales Manager” to now reflect “Sales Manager” within their profile.
Step 3: Additional Settings
Depending on the settings that have been enabled for your site, there will be two additional settings that will automatically be turned on once you give a Truck Pro Sales Manager permissions. You will want to review and confirm which additional access you want the Truck Pro to have. These settings include:
Send Monthly Analytics Email
Prospecting Special Price Field
For detailed guidance on what these settings are along with how to turn them on/off, please refer to our Additional Permissions and Settings article.
How to Remove Sales Manager permissions from a Truck Pro
Step 1: Access the Truck Pro's Profile
Follow the same process as outlined in Step 1 of the "How to Assign a Truck Pro to Inventory Manager" section above to navigate to and open the Truck Pro's profile.
Step 2: Update and remove from Permission Level
(A) In the profile section, navigate to where it says Sales Manager.
Click on “Sales Manager”, which will open up a small pop up window.
(B) In the pop-up window, you will want to uncheck “Yes”.
(C) Click on the checkmark box to confirm your choice of removing Sales Manager permissions from the Truck Pro.
Step 3: Additional Permissions
After removing a Truck Pro from Sales Manager-level permissions, it’s important to review and adjust any additional settings that were previously turned on to ensure they no longer have access to additional settings that they should not have or no longer need to have turned on. These settings include but are not limited to:
Send Monthly Analytics Email
Prospecting Special Price Field
For detailed guidance on what these settings are along with how to turn them on/off, please refer to our Additional Permissions and Settings article.
Modifying Inventory Manager Permission Levels
How to Assign Inventory Manager permissions to a Truck Pro
Step 1: Access the Truck Pro's Profile
Navigate to the Truck Pro Management page and find the Truck Pro you wish to assign Inventory Manager access. Click on their name, which will open up a drop-down revealing their Truck Pro profile.
Step 2: Update and Confirm new Permission Level
(A) In the profile section, navigate to where it says Inventory Manager.
Click on “Not Inventory Manager”, which will open up a small pop up window.
(B) In the pop-up window, you will want to check “Yes”.
(C) Click on the checkbox to confirm your choice of assigning the new permission level to the Truck Pro.
Make sure to double check that the Truck Pro has been changed from “Not Inventory Manager” to now reflect “Inventory Manager” within their profile.
Step 3: Additional Settings
Depending on the settings that have been enabled for your site, there may be two additional settings that you will want to review once you give a Truck Pro Inventory Manager permissions to confirm which additional access you want the Truck Pro to have. These settings will be listed in a pop-up on your screen and are as follows:
Manage Pricing
Vehicle Edit Permissions
For detailed guidance on what these settings are along with how to turn them on/off, please refer to our Additional Permissions and Settings article.
How to remove Inventory Manager permissions from a Truck Pro
Step 1: Access the Truck Pro's Profile
Follow the same process as outlined in Step 1 of the "How to Assign a Truck Pro to Inventory Manager" section above to navigate to and open the Truck Pro's profile.
Step 2: Update and remove from Inventory Manager Permission Level
(A) In the profile section, navigate to where it says Inventory Manager.
Click on “Inventory Manager” which will open up a small pop up window.
(B) In the pop-up window, you will want to uncheck “Yes”.
(C) Click on the checkmark box to confirm your choice of removing Inventory Manager access from the Truck Pro.
Step 3: Additional Settings
After removing a Truck Pro from Inventory Manager-level permissions, it’s important to review and adjust any additional settings that were previously granted under their Inventory Manager role to ensure they no longer have access to additional settings that they should not have or no longer need to have turned on. These settings include but are not limited to:
Manage Pricing
Vehicle Edit Permissions
For detailed guidance on what these settings are along with how to turn them on/off, please refer to our Additional Permissions and Settings article.
Further Articles to Explore
Conclusion
Effectively managing Truck Pro permission levels is essential for maintaining data security, ensuring appropriate access, and optimizing workflow efficiency. By customizing permissions for roles like Sales Manager and Inventory Manager, you can tailor user access to meet the specific needs of your team while safeguarding sensitive information. Regularly reviewing and updating these permissions will help maintain control over system actions and contribute to smooth, secure operations.
For additional guidance, be sure to refer to our Additional Permission and Settings article to reinforce your understanding of the available permission settings.
For more information or assistance with any questions or issues, please contact your Customer Success Manager or go to: https://www.worktrucksolutions.com/contact-us.