Permissions

Choose exactly what each employee can see and do at your dealership.

What you'll learn

Managing permissions requires the Can manage retailer permission. Without it, you can open an employee and see their permissions, but the checkboxes are disabled and there is no Save employee button.
Permissions are set in the Add an employee and Editing dialogs, opened from the Employees tab of Administration.

When inviting an employee:

On the Employees tab, click Add employee.
Enter the Email, then check each permission you want to grant under Permissions.
Click Send invite.

When editing an employee:

Open the employee from the Employees list (click the card or View employee).
Under Permissions, check or uncheck each permission.
Click Save employee.

Permission	What it allows
Can manage claim	Create and manage service claims, including claims started from a service notice.
Can create orders	Add items to the cart, manage the cart, and check out.
Can manage out of service	Declare and manage out-of-service cases for vehicles.
Can register item serial	Register vehicles, change a vehicle's owner, and enroll warranties.
Can manage booking	Open a booking, change the quantities in it, and confirm it (or cancel the confirmation).
Can manage retailer	Add, edit, suspend, and delete employees, set their permissions, and change the dealer's checkout configuration.
Show prices	See every price. Without it, prices of the product types your distributor has restricted show as N/A (the items can still be ordered, and MSRP stays visible).
Can print invoices	Download invoice PDFs. Only works together with Show prices.

Permissions replace the roles used earlier (such as Retailer Admin). Each one is a separate checkbox, so you can combine them however you need.
A new employee starts with no permissions. You can send an invitation without checking any. The person can sign in but won't be able to use features that need a permission until you grant them.
To download invoice PDFs (see Access invoices), an employee needs both Can print invoices and Show prices. Can print invoices is never granted automatically: check it for each employee who needs invoices, yourself included.
Permissions apply to the current dealer only. If someone works for several dealers, each dealer sets that person's permissions separately. What they can do depends on the dealer they have selected (see Switch dealer).
You cannot remove your own Can manage retailer permission: the checkbox is disabled on your own account, so you cannot lock yourself out. You can still change your other permissions.
When you save changes to your own permissions, your access updates right away. Other employees see their new access the next time they load or refresh Wizsellr.
Each employee can check their own permissions: open the account menu (your avatar), select View profile, and look under Permissions.