How to Manage Users, Dealers & Permissions

Your SalesView site is meant to serve your team. Multiple individuals can access both SalesView and the configurator at any given time. It is an excellent tool for collaboration between users, as well as members of your dealer network.

A user is defined as a team member who will have access to your configurator and SalesView site. You can set three levels of permission for a user which will control what that individual sees when logging into SalesView. It is important to note that users will work off of the same configurator.

Here is an example: Joe & Bill all work at Atomic Buildings, a carport manufacturer with one location. Therefore, they can all save designs in the Atomic Buildings configurator (design3d.atomicbuildings.com), and see leads populate in their shared SalesView site.

A dealer is a log in created by a supplier in their SalesView site. This capability is only available to suppliers with dealer network support. The difference between a dealer and a user is that once a dealer is added to SalesView, he or she will receive a separate configurator link for saving building designs so that they are separate from the building designs of other dealers.

Here is an example: Atomic Buildings launches a dealer network. They sign on Tim, adding him to SalesView. This creates a dealer network site for Tim (design3d.atomicbuildings.com/dealer-tim). He uses this link to save designs, and when he logs into SalesView, he only sees designs generated at design3d.atomicbuildings.com/dealer-tim. He does not see designs generated by Joe & Bill, because they use the main supplier site at design3d.atomicbuildings.com.

It is important to note that dealer sites within the Dealer Network offer contain the supplier’s logo, branding & text. Often, dealers wish to have a configurator that leverages supplier options and pricing, but contains their own branding and gives them the power of accessing their own unique SalesView site. In these instances, IdeaRoom is happy to offer a subscription directly to the dealer with our Direct to Dealer offer.

Here is a rundown of how to add and edit users, dealers, and various forms of access to your SalesView site: