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Dealer User Access

Dealer User Access


Program #:   1743

Module:    System Administration

Overview

Use Dealer User Access (program #1743) to include or exclude dealer IDs from a user access profile.

To access this program, select Dealer User Access (program #1743) from the main menu of SBN.

The Dealer User Access Window

The following graphic shows Dealer User Access as the program opens. The upper pane displays all previously defined profiles for dealer user access.

Field/Column Descriptions

The following table describes the fields and columns used in Dealer User Access.

Field/Column

Description

Profile

Abbreviation that identifies the profile.

Description

Text description of the profile.

Using Common Functions

See the reference document Common Functions in SBN for more information.

Zooming into the Sublevel of Dealer User Access

Dealer User Access contains a sublevel with two tabs:

  • The Details tab - in which you define masks that determine which dealers a user can access.

  • The Preview tab - in which you may view all dealers included or excluded from a selected user access profile.

The Details Tab

The following graphic shows the Details tab. The tab displays previously defined masks.

Field/Column Descriptions

The following table describes the fields and columns used in the Details tab.

Field/Column

Description

Dealer

Dealer ID or a match string that identifies the dealers that users with this profile may access.

Exclude

If this field displays an X, users with this profile may not access accounts with the selected dealer ID or match string.

The Preview Tab

The following graphic shows the Preview tab. The tab displays all dealers included or excluded from a selected user access profile.

Button Functions

The following table displays the buttons, describes the shortcut keys, actions, and functionality.

Button

Name

Shortcut Key

Action

Description

Get

ALT+F1

1743/ 1

Get record.

Change

F2

1743/ 2

Change selected record.

New

F3

1743/ 3

Create new record.

Delete

SHIFT+F10

1743/ 4

Delete selected record.

Undelete

ALT+F10

1743/ 5

Restore deleted record.

Print

CTRL+F8

1743/ 6

Print selected records.

New

F3

1743/ 11

Create new record.

Delete

SHIFT+F10

1743/ 13

Delete selected record.

Previous

F4

1743/ 999

Select last record.

Next

F5

1743/ 999

Select next record.

Zoom

F10

1743/ 999

Zoom in/out of sublevel.

Tear

[ ]

1743/ 999

Open the Details tab in a full-sized separate window.

Profile Restriction Enforcement

Dealer-profile restrictions are enforced on additional look-ups and saves, including call-list account saves in program 559 and program 1800, keeping each user's data within their authorization.

Modifications and Updates to Dealer User Access

The following table lists modifications and updates to the Dealer User Access document.

Mod Number

Date

Description

n/a

8/18/14

Images updated.

 

 

 

 

 

 



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