- Log into Telesales and hover over 'Admin' and click on 'Roles'
- You will be taken to a screen which lists out all of the existing roles currently available. Click 'Add New'
- Enter a name and description for the role - 'is customer advisor' can only be allocated on 1 role at a time.
- Next, expand the permission groups you wish to add to the role. Definitions of the permission groups can be found here
- Tick the permissions you wish to add - notes, there are some dependancies for certain permissions - such as you can't change something without having 'view' - a full list of dependancies can be found on https://docs.google.com/spreadsheets/d/1M1iZRmG2zMPB2ue3CDhpK6Atie290pSj4jVx9I7sNHc/edit#gid=0
- You can select multiple permission groups for a single role.
- Once you have ticked everything you need to click 'save'
- If you are creating a key role - such as a role that will be the main default role on an agent (such as Basic Agent) then you will need to assign Stock Locations - do this by clicking the 'Stock Locations' Tab
- Select the store - you will have to do both VWshop and DMshop -
- Click 'Add New Stock Location'
- On the popup, choose the stock location(s) the role needs access to - Preston should not be selected.
- Keep adding stock locations until every one needed is assigned
- Select the other store and repeat, ensuring the same locations have been selected.
- Click 'Save' and the role is ready to be assigned to Users - see here for instructions on how to do this.
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