Dealer Option Security - Help Document


This option allows you to maintain and control what options are available to certain users. The users must first be setup in the "Change Dealer Information" option on the main menu. The "Change Dealer Information" and the "Security" options are only available to the dealers primary user.

The Additional Users option found under the "Change Dealer Information" allows you to add individuals, departments, or groups and assign them passwords that they can use to access your dealer extranet. Enter the appropriate name password and (optional) email address. There is room to add up to five additional users at a time. Enter five, update and return to the option to be able to add another five. We do this to keep the displayed page as compact as possible. The password is visible on this screen. The reason for this is, the primary user is the only one that can maintain and view the information. If one of your users forgets their password, they must come to you to receive it again. Our customer service people do not have access to user passwords you setup. Passwords should be from 4 to 10 characters long. The additional users signon using the same UserId (dealer number) as the primary user. The password they use is the one that you assigned to them.

Once the Users are setup you can allow or restict them to certain options. Not all option have the ability to have them restricted. The options that do will have a "Security" button on the bottom of the screen. Only the primary user will see this button and only if they have setup additional users. The options that security include order entry, Warranty Claim entry, Outstanding Invoices (payments), and others that we have received requests for. To apply the restrictions, you will enter the option you want to apply the restrictions for. At the bottom of the page display there should be a button called "Security". The button will only appear if you have assigned additional users. After clicking on the Security button, you will be able to assign authority to users. Only the Primary user/password can assign authority.

Glossary
URL = Universal Resource Link, WWW = World Wide Web, HTTP = Hyper Text Transmission Protocal, HTTPS = Hyper Text Transmission Protocal Secure, Extranet = Restricted Internet Web Site, Special Characters = !@#$%^&*()[}]\|"':;?/><+=-_~
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