This article will take you through what User Permission are and how to set them up in Blackpurl


If you need to know what are the current Blackpurl User Permission are and what they do, this is the relevant link - Current User Permissions



What are User Permissions 


User Permissions allows the Dealership to allocate access or restrict access to certain sections of Blackpurl for particular groups of Users


For example you may not what your Unit Sales search to have access to System Settings or to see costings so your would set them up to only have User Permission for certain sections of Blackpurl 



How to setup User Permissions


The scenario would be - in the Dealership, the Unit Sales staff do not need access to Account Settings but they need access to Customer Order Units.  Your process would be:


  • Create new Group for User Permission Group - Unit Sales in Blackpurl


  • Assign the relevant permissions to suit what this group would and would not have permission to access


  • Assign the relevant Users to this group


  1. From the Blackpurl Header > click on User-added image > System settings


    


  1. From the System Settings Dashboard > click on 

  


  1. The User Permission screen will load - let's do a quick navigation:


1.   Search feature - if there are a lot of User Permission Groups listing, use this search feature to look 
for the User Permission Group you want


Just start typing the User Permission Group name in the search field and the search result will load for you to make the selection

2.    A list of the current User Permission Groups currently in Blackpurl

3.   To create a new User Permission Group - click on


Tip:
If permission changes are required for a particular User Permission Group, click on the relevant User Permission Group icon and it will take you to the permission settings for amendments



  1. For this example, we are going to create a new User Permission Group - Unit Sales, work through the list of permissions and then decide which users need to be assigned to this group

To create a new User Permission Group > click on  for the Create a New Group window to pop up

On the Create New Group window - type in the New Group's Name and Assign a colour than click on 
User-added image



  1. Take your time and work through the list of permissions, deciding what this User Permission Group should have permission to access


This is a link to an article that will tell you what each User Permission is for - Current User Permissions


If you want them to have that permission, change the toggle from  User-added image to User-added image.
In some instances, if the permission is enabled, new options may appear for you to make further decisions ie if the User Permission Group can have the access to Create / Modify as well

Once the permissions are set, click on User-added image


  1. Now it is time to allocate users to this User Permission Group > click on Members Tab




Click on User-added image and the Assign Users to Unit Sales window will pop up

Click into the Search Users field and the list of current users will come up

Search through and click to select on the users that need to be assigned to this group


Then click on User-added image


  1. Blackpurl will update the Members Group with the User name that was just assigned to this User Group


To add further users to this User Permission Group > click on User-added image



Please note that Users can only be assigned to one User Permission Group