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User Permissions in Blackpurl Reference

A complete reference of every user permission in Blackpurl, what it controls, and links to related help articles.

This reference lists all available user permissions in Blackpurl, grouped by category. Use it to understand what each permission enables and to find the relevant help article for setup or context. Permissions are managed through your user or group settings by anyone with the User Management account administration permission.

General Permissions

General permissions control access to dashboards, tools, and system-wide features that span multiple areas of Blackpurl.

Permission

What It Allows

Related Article

Homepage dashboard

Allows the user to see the Homepage dashboard. Disable to hide it.

Reports

Allows the user to access the Reports section.

Report Scheduling

Allows the user to schedule reports to run automatically.

Workshop dashboard

Allows the user to access the Workshop dashboard.

Service scheduler — read only

Allows the user to view the Scheduler. They cannot create or modify appointments.

Scheduler (no longer available)

Service scheduler — create/modify

Allows the user to create and modify appointments within the Scheduler.

Manage payroll clocking

Allows the user to add, modify, and delete Payroll Clocking entries.

How to Manage Payroll Clocking (no longer available)

Manage job clocking

Allows the user to add, modify, and delete Job Clocking entries.

How to Manage or Change Job Clocking on a Service Job (no longer available)

Cash reconciliation — submit

Allows the user to review a Cash Drawer but not finalise it.

What is a Cash Reconciliation / How to process a Cash Reconciliation (no longer available)

Cash reconciliation — create/modify

Allows the user to reconcile (finalise) all Cash Drawers and Cash Reconciliations for the day.

What is a Cash Reconciliation / How to process a Cash Reconciliation (no longer available)

Part inventory count — enabled

Allows the user to access the Part Inventory Count tool for counting and entering purposes.

Part Counting Tool - Overview (no longer available)

Part inventory count — finalize count

Allows the user to finalise a part inventory count.

Part Counting Tool - Overview (no longer available)

Price file import

Allows the user to import a manual price file and run the Automated Price File tool.

Automated Price Files Tool (Automated Price File Imports) (no longer available) | How to Import a Vendor Price File (no longer available)

Costs — read only

Allows the user to view costs. Further permissions determine whether they can see Part Costs, Unit Costs, or both.

Costs — modify

Allows the user to modify costs, including processing cost adjustments on Part and Unit records.

Part cost

Allows the user to see costs on Part Records.

Unit cost

Allows the user to see costs on Unit Records.

CO profitability

Allows the user to see the profitability summary on a Customer Order.

Deal commissions

Allows the user to view and modify Deal Commissions on a Customer Order Unit Deal.

Setup Customer Order Unit Deal - Salesperson (for Commission) (no longer available)

Quick transfers

Only available if the dealership has Inter-Store Lookup enabled. Allows the user to use the Inter-Store Lookup feature.

Inter-Store Part Look Up / Inter-Store Unit Look Up (no longer available)

Transaction Permissions

Transaction permissions control what users can view and action across the different transaction types in Blackpurl.

Sales

Sales permissions govern access to Customer Orders and their component sections.

Permission

What It Allows

Related Article

Quick sale

Allows the user to process a Customer Order. The Quick Sale section has been removed from Blackpurl — this permission now relates to Customer Order processing generally.

Merchandise — view

Allows the user to view the Parts & Accessories section of a Customer Order.

Merchandise — create/modify

Allows the user to create and modify the Parts & Accessories section of a Customer Order.

How to Create a Quick Part Sale - Customer for Stock on Hand Parts (no longer available)

Service Job — view

Allows the user to view the Service Job section of a Customer Order.

Service Job — create/modify

Allows the user to create and modify the Service Job section of a Customer Order.

How to Process a Service Job (no longer available)

Deal — view

Allows the user to view the Unit Deal section of a Customer Order.

Deal — create/modify

Allows the user to create and modify the Unit Deal section of a Customer Order.

Customer Invoicing — view

Allows the user to view a Customer Order with an Invoice section.

Customer Invoicing — create/modify

Allows the user to proceed to checkout and issue invoices on Customer Orders.

Internal Service — view

Allows the user to view the Internal Service Job section of a Customer Order.

Internal Service — create/modify

Allows the user to create and modify the Internal Service Job section of a Customer Order.

How to Process an Internal Service (Service or Repair Jobs for units the dealership owns) (no longer available)

Bulk Deleting

Allows the user to bulk delete line items, whole sections, or entire Customer Orders. This is an Admin Group permission only.

Ordering

Ordering permissions control access to Vendor Orders, Vendor Receivings, Vendor Invoicing, and Unit Ordering.

Permission

What It Allows

Related Article

Vendor Order — view

Allows the user to view Vendor Orders for parts.

Vendor Order — create/modify

Allows the user to create and modify Vendor Orders for parts.

How to Create A Vendor Order for a Customer Special Order (Parts and Sublets) (no longer available) | How to Process a Vendor Order for Parts Required for Stock (no longer available)

Vendor Receiving — view

Allows the user to view Vendor Receivings for parts.

Vendor Receiving — create/modify

Allows the user to create and modify Vendor Receivings for parts.

How to Receipt / Receive Parts into your Inventory (including Sublets) (no longer available) | Completing the Vendor Receiving and Vendor Invoicing together (no longer available)

Vendor Invoicing — view

Allows the user to view Vendor Invoicing for parts.

Vendor Invoicing — create/modify

Allows the user to create and modify Vendor Invoicing for parts.

How to Create a Vendor Invoice - Reconcile Parts Invoice (Parts and Sublets) (no longer available) | Completing the Vendor Receiving and Vendor Invoicing together (no longer available)

Unit Ordering — view

Allows the user to view Vendor Orders for units.

How to View Unit Orders (no longer available)

Unit Ordering — create/modify

Allows the user to create and modify Vendor Orders for units, including the ability to receive and invoice units.

How to process a Unit Receiving (no longer available) | How to Process a Unit Order (no longer available)

Special Actions

Special Actions permissions grant users the ability to perform sensitive or elevated operations within Blackpurl.

Permission

What It Allows

Related Article

Override Price

Allows the user to override prices on line items on Customer Orders.

Apply bulk discounts

Allows the user to apply bulk discounts on Customer Orders.

Oversell Inventory

Allows the user to oversell parts on Customer Orders.

Special Order

Allows the user to process Special Order Customer Orders.

How to Create a Customer Order for a Special Order Part (no longer available)

Returns

Allows the user to process a Vendor Return.

How to Create a Vendor Return for Parts and How to Report on Vendor Returns (no longer available)

Backdating

Allows the user to backdate payment dates and invoice dates on Customer Orders.

View incoming text messages

Allows the user to view incoming text messages. Only relevant if the dealership has two-way texting enabled.

How to Send and Receive Text Messages (SMS) through Blackpurl (no longer available)

Reopen finalized invoice

Allows the user to reopen invoices on Customer Orders.

Set Cash Drawers

Allows the user to set up Cash Drawers.

Setting up Multiple Cash Drawers / Handling of Multiple Cash Drawers (no longer available)

Payment of Account

Allows the user to take a Payment on Account within a Customer Record in Blackpurl.

Reallocate on order parts

Allows the user to reallocate on-order parts.

Adjust Store Credits

Allows the user to process a Store Credit onto a Customer Record.

Approve Deals

Allows the user to change the status of a Unit Deal to Approved.

Sales Taxes

Allows the user to assign sales taxes on Vendor Records, Customer Records, and similar.

Job ready to invoice status

Gives the dealership greater control over the ability to invoice by enforcing a ready-to-invoice status on Service Jobs.

Service Job Statuses - Selecting and then Using / Ready to Invoice Enforcement (no longer available)

Modify Payment Method Surcharge

Allows the user to modify or override the automatic surcharge applied for specific payment methods.

Quick fulfil deal unit options

Allows the user to use the Quick Fulfil Deal Unit option on Customer Order Unit Deals. Available to Admin users only.

Merge Customers

Allows the user to use the Merge Customer tool.

Merge - Customer Records (no longer available)

Create/Modify Records

These permissions control whether users can create and modify the core record types in Blackpurl.

Permission

What It Allows

Related Article

Customers

Allows the user to create and modify Customer Records.

How to Create / Add a New Customer (no longer available)

Vendors

Allows the user to create and modify Vendor Records.

How to Create / Add a New Vendor (no longer available)

Vendor Products

Allows the user to create and modify Vendor Products.

Parts

Allows the user to create and modify Part Records.

How to Create / Add a New Vendor (no longer available)

Labor

Allows the user to create and modify Labour Codes.

How to Create a New Labour / Labor Code (no longer available)

Stocked Units

Allows the user to create and modify Stocked Units.

How to Create / Add a new Stock Unit (no longer available)

Fees

Allows the user to create and modify Fee Records.

How to Create a New Fee (no longer available)

Kits

Allows the user to create and modify Kits.

How to Create a Kit (no longer available)

Create Make & Model Adhoc

Allows the user to create Makes, Models, and Submodels on the fly without navigating to System Settings > Make & Model.

How to Create or Amend - Make / Model / Sub Model (no longer available) — see the Alternative Way to Add new Makes and Models section

Account Administration

Account Administration permissions control access to System Settings and the various configuration sections within it.

Permission

What It Allows

Related Article

System Settings

Allows the user to access the System Settings dashboard.

User Permissions - Account Administration section (no longer available)

Accounting Integration

Allows the user to access the Accounting Integration section from the System Settings dashboard.

User Permissions - Account Administration section (no longer available)

User Management

Allows the user to access the Users and User Permissions sections from the System Settings dashboard.

User Permissions - Account Administration section (no longer available)

Tax Management

Allows the user to access Other Tools > Tax Activity & Settings from the Blackpurl header.

Other Tools > Tax Activity and Settings (no longer available) | User Permissions - Account Administration section (no longer available)

App Settings

Allows the user to access Branding management, Business Profile, Cash drawers, and System settings & control sections from the System Settings dashboard.

User Permissions - Account Administration section (no longer available)

Linked Fees & Forms

Allows the user to access the Form repository, Linked fee management, and Linked form management sections from the System Settings dashboard.

User Permissions - Account Administration section (no longer available)

Locations & Tags

Allows the user to access the Product location and Tag management sections from the System Settings dashboard.

User Permissions - Account Administration section (no longer available)

Make & Models

Allows the user to access the Make & Models section from the System Settings dashboard.

User Permissions - Account Administration section (no longer available)

Text templates

Allows the user to access the Text message templates section from the System Settings dashboard.

User Permissions - Account Administration section (no longer available)

Unit Pricing & Options

Allows the user to access the Unit pricing & options section from the System Settings dashboard.

User Permissions - Account Administration section (no longer available)

Price Levels — assign

Allows the user to assign price levels to Customer Records.

Change the Price Level on a Customer Record | User Permissions - Account Administration section (no longer available)

Price Levels — create/modify

Allows the user to create and modify price levels.

How to Create or Amend Price Levels (no longer available) | User Permissions - Account Administration section (no longer available)

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