Channel Member Participants
For members that are at the store that owns the channel (Channel Members), the permissions are set in PIM. When setting up a user, select one of the Appraisal Grid Roles on the left.
- Sales Person
Begins the appraisal process by creating and submitting a valuation request. This Sales role does not allow the Sales person to inspect the vehicle.
- Sales Person (can do the inspection)
Similar to the other Sales role, the Sales Person can begin the appraisal process by creating and submitting a valuation request. Unlike the other Sale role, this one allows the user to inspect the vehicle as well.
- Sales Manager
Accepts or Forwards Valuation requests
Sets the ACV for a Valuation
- Floor Manager
Ensures the appraisal process is flowing to expectations. The Floor Manager will step in to move appraisals along where needed. For example, the Floor Manager will investigate a delay when a Sales Person alerts the Floor Manager that they have waited beyond the acceptable time frame for a Manager to accept a valuation request.
- Appraisal Administrator
The appraisal Administrator will monitor appraisal activity and discuss weak links with the appropriate managers or sale staff. The Appraisal Administrator will .
Channel Guest Participants
Permission levels only apply to Guest Participants. Guest participants are assigned one of the following permission levels allowing them perform different functions in Appraisal Grid. There are 3 basic functions for Guest Participants: Share, Value and Buy. The permission levels allow the user to perform one or a combination of those functions as follows:
- LEVEL 8 – Buyer
- LEVEL 9 – Valuer