User Permission Categories and Descriptions

User Status

You can set the user’s overall status as either Active or Inactive.

Dealer Group Administration

User has access to perform administrative tasks for all dealerships within that dealer group.

Dealership System Administration (DSA)

User has access to perform administrative tasks for the dealership within RouteOne, such as:

• Creating and managing dealership users and assigning permissions

• Editing the dealership information and preferences

• Managing credit bureau & Dealer System Providers (DSPs)

• Managing aftermarket providers

• Managing finance source associations

• Managing franchise/brand associations

• Enrolling in RouteOne Premium Services or other products and subscriptions

All functions available to the DSA can be found under the ‘Admin’ tab in the top navigation in the system.

Deal Manager: 
Access to Personal/Private Customer Data

User has access to view the ‘Deals’ tab and access Deal Manager. Selecting ‘Yes’ allows complete access to personal/private customer data in credit applications. Selecting ‘No’ prohibits retrieval/access to personal/private customer data after a credit application is saved or sent.

SecureDocOne:
Access to Archived Documents

User has access to documents stored in SecureDocOne. Selecting ‘Yes’ and checking ‘Archived Document Access’ allows complete access to archived personal/private customer data. Selecting ‘No’ prohibits complete access to this type of data.

Create & Save Credit Application

User has access to create a new credit application, save it, sign it, and edit it, but does not have permission to submit the credit application.

Submit Credit Application

User has access to submit the credit application to finance sources for decisioning.

Create Customers

User can create customer profiles in their dealership, where they can track all deal jackets and applications associated with that customer.

Edit Customers

User can edit customer profiles in their dealership.

Decision Summary Access

User has access to see the details of the call back / decision received from the finance source.

Run Reports

User has access to the reports in the Reports tab and can run them for the dealership.

View Rates and Forms

User has access to the rate sheets and forms uploaded by finance sources in that tab.

Lead Manager Access

User has access to the Lead Manager page and any leads listed there.

Compliance Dashboard Access

User has access to the Compliance Dashboard.

Request Credit Reports

User has access to submit a request for a credit report but does not have permission to view the actual credit report that is returned.

Request & View Credit Reports

User has access to submit a request for a credit report and see the actual credit report that is returned.

IDOne:
IDOne Access

User has access to perform identity verification checks on customers.

IDOne:
IDOne Manual Review

If a customer’s identity verification check results in a ‘caution’ or ‘failed’ status and the dealer determines that the caution or fail is unwarranted, then they can request a manual review of the customer. A user with this permission has permission to manually override the ID verification result. Users will be notified via email when a transaction needs to be reviewed.

Important: The Dealer System Administrator should verify that the user’s email address saved within RouteOne is correct.

Enter Cash/Other Deal

User has access to create Cash Deals in RouteOne.

Vehicle Values Access

User has access to request vehicle values, as well as view pulled vehicle values.

Payoff Quote Access

User has access to submit payoff quote requests to participating finance sources.

Reviewer for Dealer Participation Certification Form

User has access to review and approve the Dealer Participation Certification Form that has been filled out for a credit application.

Deals:
All Deals

A desktop filter that shows the user all deals without credit and compliance.

Deals:
Deals With Credit Reports & Compliance

A desktop filter that shows the user all deals with credit and compliance.

Deal Structure

User has access to the Deal Structure page, and will be able to show or hide the Deal Structure page as desired.

Deal Manager:
Access to Personal/Private Customer Data

Minimum permission required for eContracting. Required to view credit applications on the Deal Manager page.

Create & Save Credit Application

Minimum permission required for eContracting. User has access to create a new credit application, save it, sign it, and edit it, but does not have permission to submit the credit application.

General Contracting

Minimum permission required for eContracting. Required to create a contract worksheet, validate with the finance source, generate contract documents, facilitate the eSignature process, and perform a credit application switch.

Delete Contracts

Required to delete contracts and request an Authoritative Copy Conversion (ACC).

Sign Contracts

Required to sign an eContract document on behalf of the dealership.

Assign Contracts

Required to assign a contract to the finance source.

Distribute Contracts

Required to distribute a contract package to the finance source.

Paper Out® Contract

Required to Paper Out® a contract package.

Deal Manager: 
Access to Personal/Private Customer Data

User has access to view all new credit applications submitted from Digital Retail in the ‘Deal Manager’ page and the ‘App Manager’ page.

Dealership System Administration (DSA)

User has access to the ‘Online Credit Application Configuration’ page, has the ability to view all new credit applications in the ‘Deal Manager’ page, the ‘Lead Manager’ page, and the ‘App Manager’ page.

Lead Manager Access

User has access to view all new credit applications submitted from Digital Retail in the ‘Lead Manager’ (except applications that have been submitted to finance sources). 

In order to enable ‘Lead Manager Access’ to be selectable, ‘Access to Personal/Private Customer Data (Deal Manager)’ must be set to ‘Yes,’ and the ‘Create & Save Credit Application’ permission must also be enabled. Without these two permission settings, ‘Lead Manager Access’ will remain greyed out and disabled.