There are various roles in Reporting that allow access to different aspects of the application.
Listed below are the roles, along with which screens the user is able to access:
Tracking Dealer Admin - Input, Find, Reports, Ranking, Objectives, Configure, and Settings
Tracking User - Input, Find, Reports, Ranking
Tracking View Only - Input, Find, Reports, Ranking, Objectives
Tracking Report View Only - Reports, Ranking
Step 1: Navigate to the Settings tab. To adjust user settings, begin by selecting the Organization Level and the Organization of the user.
Step 2: The page will refresh and show all the current users. You will see their current roles listed under the Role column. To edit this role, click on the pencil icon.
Step 3: Once you click on the pencil icon, the fields will populate with the user’s information. You can edit their role using the Role drop down. When you are finished, click on the Save button.