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Managing Roles

Autosoft -

Once you've created roles and assigned them to employees using the Roles screen of the Setup app's Security section, you can change the role names and view how many employees are assigned each role.

Step 1. Click the Setup application button in the main navigation bar. The Setup app will open to the Dealership Information screen.

Step 2. Click the Security button in the horizontal button bar at the top of the screen. The Security setup options menu will open. 

Step 3. Click Roles from the Security setup options menu. The Roles screen will open. 

Step 4. Click the options button on the right of the Add Role button in the upper-right corner of the Roles screen. The Add Role menu will open. 

Step 5. Select Manage Roles. The Manage Roles pop-up opens. 

Each role will be listed. To the right of the Role column is the Number of Active Employees column, which displays the number of employees assigned to each role. 

Step 6. You can click inside a Role field and edit or change the role's name. 

Step 7. When you're done viewing and editing the roles, click Save and Close


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