Assigning Permissions and Roles (Employees)

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VUE is a permissions-driven system that tailors security access to suit each users needs.  Access to each menu item is managed by an Administrator at your dealership.  See the Help article on Roles and Permission to learn how.

See the Permissions Reference Guide to understand what permissions to assign.

 

Accounting > Maintenance > Employees

· A Role does not have to be assigned to an employee in order to assign permissions.

 

• With a Role selected:

Inside the Primary Grid:

1. Filter/Sort the primary grid to locate the employee record.

2. Select the employee by clicking on the corresponding line.

Within the Employee Record:

3. Within the Permissions tab, select an Available Role from the list by clicking on the corresponding role.

4. Click the caret (^) to move the corresponding role to the Selected Roles list.

5. Expand the applicable carets within the Effective Permissions list to add any additional menu permissions to the user.

∟ Any permissions that were inherited with a role (the permission will have the role’s name in parenthesis) cannot be modified or removed.

∟ Each menu has the options listed to Create, Read, Update, and Delete.

∟ Not all menu permissions will have the ability to Create, Read, Update, and Delete.

6. Click on the Create, Read, Update, and Delete permissions to remove or add the permission to that particular menu.

7. Click the [Save] button in the Action Ribbon.

 

• Without a Role selected:

Inside the Primary Grid:

1. Filter/Sort the primary grid to locate the employee record.

2. Select the employee by clicking on the corresponding line.

Within the Employee Record:

3. Within the Permissions tab, expand the applicable carets within the Effective Permissions list to add permissions to the user.

4. Mark the checkbox of all applicable menus to give the user access to that particular menu screen.

∟ Each menu has the options listed to Create, Read, Update, and Delete.

∟ Not all menu permissions will have the ability to Create, Read, Update, and Delete.

5. Click on the Create, Read, Update, and Delete permissions to remove or add the permission to that particular menu.

6. Click the [Save] button in the Action Ribbon.

 

**** Does your employee need training on their new role? Email training@drivedominion.com to request their role be updated in Dominion Dealer University and help access courses for their new position. 

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