Nexsyis Now Permissions 

 

Type Permission Description
Transaction Permission Allow access to the Accounts Receivable Dashboard Allows users to use Accounts Receivable Dashboard
Transaction Permission Allow access to the Marketing Dashboard Allows users to use Marketing Dashboard
Transaction Permission Allow access to the Production Dashboard Allows users to use Production Dashboard
Transaction Permission Allow access to the Sales Dashboard Allows users to use Sales Dashboard
Transaction Permission Allow editing in Vehicle Center for specific Folder Locations Update repair stage, record Holds, Actions…
Transaction Permission Allow Target Date Change  Allows users to change target dates within a folder
Transaction Permission Allow the changing of folder dates/fields related to sales & COS Allow the changing of folder dates/fields related to sales & COS (completed & delivered date)
Transaction Permission Change Arrival Date Allows users to change the arrival date on a folder
Transaction Permission Change Folder Disposition to Total Loss Set & record folders as a total loss
Transaction Permission Customer Communication Allows users to use communications
Transaction Permission Delete Estimate from a folder Delete Estimate from a folder
Transaction Permission Mark Folders as Reviewed  Mark Folders as Reviewed 
Transaction Permission Mark Folder as a Lost Opportunity Mark Folder as a Lost Opportunity
Transaction Permission Vehicle Return Lines - Add/Edit  Allows users to add/edit lines with cost associated 
Transaction Permission View all folders in Nexsyis Now  View all folders in Nexsyis Now outside of "My Work"
Transaction Permission View Customer PII Allow users to view Customer Personally Identifiable Information 
Screen Permission Notes (Add)  Add Folder Notes 
Screen Permission Photos & Videos (Add, Delete)  Add & delete photos & videos. 
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