User Roles and Permissions

An Account Admin has the ability to adjust user roles and permissions. This is located under the "Users" tab.

Role: Sales Rep

Sales reps are responsible for collecting contact information, following up with customers, and selling cars.  In AutoRaptor a Sales Rep can:

• Create new up sheets

• Work with existing up sheets

• (Depending on the dealership's settings for lead assignment): claim new up sheets.

If you want your Sales Reps to have more permission levels, you can scroll to the bottom and select the ones you are interested in below:

Role: Manager

Managers are responsible for managing sales reps and the day-to-day operations of their dealership.  They can do anything a sales rep can plus:

• Assign e-leads (depending on the dealership's settings for lead assignment)

• Reassign any up sheet

• Mass re-assign up sheets

• Transfer up sheets to a different dealership

• Edit any up sheet, regardless of assignment

• Merge up sheets

• Delete up sheets

• See quote details such as gross, invoice pricing, etc.

Role: Admin

 Admins have access to dealership settings and user settings.  The following are handled by an Admin:

• Adding, suspending, and deleting users

• Managing account settings, which includes the following: 

  • Creating / Editing Action Plans

  • Quoting Defaults

  • Adding a Source

  • Adding / Editing Templates

  • Obtaining your e-leads address

  • Lead Assignment Settings

  • Managing your Auto-Reply for E-leads

  • Mapping Sales Data (if sales integration is set up)

• Exporting Data

• Manually Importing Inventory

Role: Owner

The Owner is typically the person who created the AutoRaptor Account for the dealership. An Owner has access to all of the above and also:

• Inserting A2P10DLC Texting Compliance Business Information

• Turning on 2FA (2 Factor Authentication)

• Update Billing information for the Dealership

• Adding and deleting dealership locations

• Submitting the Cancelation form to AutoRaptor.