Team, roles and security
Who can see what, two-step sign-in and the activity log.
Add people under Settings, Team. Each gets a role: owner, manager, finance, sales, title clerk, recon or view-only. A title clerk can work the paperwork but can't change prices or see profit.
- Two-step sign-in asks for a code from an app on the phone after the password. Owners can require it for everyone under Settings, Security.
- The activity log shows who opened customer files, downloaded documents, exported data and signed in. It records that something was opened, never what was in it.
- Credit applications and driver license numbers are encrypted. Credit applications are deleted automatically after 120 days.
- Settings, Security also has a printable written security plan you can fill in.
- Under Your data you can download your records at any time.