| USER PERMISSIONS IN BLACKPURL | WHAT THE PERMISSION ALLOWS | LINK TO RELEVANT ARTICLE |
| General Permissions | ||
| Homepage dashboard | If you want your users to see the Homepage, leave this permission enabled | User Permission - Homepage Dashboard |
| Reports | If you want your users to have access to Reports, leave this permission enabled | User Permission - Reports |
| Workshop dashboard | If you want your users to have access to the Workshop dashboard, leave this permission enabled | User Permission - Workshop Dashboard |
| Service scheduler | ||
| - read only | This permission gives the ability for the user to view the Scheduler They will be unable to make any appointments or changes etc | Scheduler |
| - create / modify | This permission gives the ability for the user to create or modify appointments etc within Scheduler | Appointment Scheduler / Job Scheduler / Assigning Technician & Job Clocking from Customer Order / Log Technician Leave Time |
| Manage payroll clocking | Allows the user the ability to modify / add / delete Payroll Clocking entries | How to Manage Payroll Clocking |
| Manage job clocking | Allows the user the ability to modify / add / delete Job Clocking entries | How to Manage or Change Job Clocking on a Service Job |
| Cash reconciliation | ||
| - submit | Allows the user to review (not finalise) a Cash Drawer | What is a Cash Reconciliation / How to process a Cash Reconciliation |
| - create / modify | Allows the user to reconcile (finalise) all the Cash Drawer / Cash Reconciliations for the Day | What is a Cash Reconciliation / How to process a Cash Reconciliation |
| Part inventory count | ||
| - enabled | Allows the user access to the Part Inventory Count Tool for counting and entering purposes | Part Counting Tool - Overview |
| - finalize count | Allows the user to finalize a part inventory count | Part Counting Tool - Overview |
Price file import | Allows the user the ability to import a manual price file and/or run the Automated Price File tool | Automated Price Files Tool (Automated Price File Imports) |
| How to Import a Vendor Price File | ||
| Costs | ||
| - read only | Allows the user to read only Costs - you would then indicate further on in the permissions if you want them to only have access to Part Costs or Unit Costs | User Permission - Unit Cost and Part Cost |
| - modify | Users have the ability to modify costs ie process a Cost Adjustment on a Part record or Unit record | How to Complete a Parts Cost Adjustment How to Process a Unit Cost Adjustment |
| Part cost | If you want your users to see costs on Part Records then this is the permission for you | User Permission - Unit Cost and Part Cost |
| Unit cost | If you want your users to see costs on Unit Records then this is the permission for you | User Permission - Unit Cost and Part Cost |
| CO profitability | If you want your users to see the profitability on a Customer Order then you will need to enable this permission | Customer Order Profitability |
| Deal commissions | If you want your users to view / modify Deal Commissions on a Customer Order > Unit Deal then they will need this permission enabled | Setup Customer Order Unit Deal - Salesperson (for Commission) |
| Transaction Permissions | ||
| Sales | ||
| Quick sale | Allows the user to process a Customer Order Blackpurl use to have a Quick Sale section but this has been removed | |
| Merchandise | ||
| - view | Allows the user to view Customer Orders > Parts & Accessories | |
| - create/modify | Allows the user to create/modify Customer Orders > Parts & Accessories section | How to Create a Quick Part Sale - Customer for Stock on Hand Parts |
| Service Job | ||
| - view | Allows the user to view Customer Orders > Service Job section | |
| - create/modify | Allows the user to create/modify Customer Orders > Service Job section | How to Process a Service Job |
| Deal | ||
| - view | Allows the user to view Customer Orders > Unit Deal section | |
| - create/modify | Allows the user to create/modify Customer Orders > Unit Deal section | How to Process a Unit Deal Quote for a Stocked Unit |
| Customer Invoicing | ||
| - view | View Customer Order with Invoice section | |
| - create/modify | Allows the user to proceed to checkout and issue Invoices on Customer Orders | How to Finalize a Customer Order and Create an Invoice |
| Internal Service | ||
| - view | View Customer Orders > Internal Service Job section | |
| - create/modify | Allows the user to create/modify Customer Orders > Internal Service Job | How to Process an Internal Service (Service or Repair Jobs for units the dealership owns) |
| Ordering | ||
| Vendor Order | ||
| - view | View Vendor Orders for Parts | |
| - create/modify | Create/modify Vendor Orders for Parts | How to Create A Vendor Order for a Customer Special Order (Parts and Sublets) How to Process a Vendor Order for Parts Required for Stock |
| Vendor Receiving | ||
| - view | View Vendor Receiving for Parts | |
| - create/modify | Create/modify Vendor Receivings for Parts | How to Receipt / Receive Parts into your Inventory (including Sublets) Completing the Vendor Receiving and Vendor Invoicing together |
| Vendor Invoicing | ||
| - view | View Vendor Invoicing for Parts | |
| - create/modify | Create/modify Vendor Invoicing for Parts | How to Create a Vendor Invoice - Reconcile Parts Invoice (Parts and Sublets) Completing the Vendor Receiving and Vendor Invoicing together |
| Unit Ordering | ||
| - view | View Vendor Orders for Units | How to View Unit Orders |
| - create/modify | Create/modify Vendor Orders for Units including the ability to be able to receive/invoice | How to process a Unit Receiving How to Process a Unit Order |
| Special Actions | ||
| Override Price | Allows the user to override prices on line items on Customer Orders | Discount on Customer Orders |
| Apply bulk discounts | Allows the user to apply bulk discounts on Customer Orders | Discount on Customer Orders |
| Oversell Inventory | Allows the user to oversell parts on Customer Orders | How to Manage Oversold Stock (Short Sales) |
| Special Order | Allows the user to process Special Order Customer Orders | How to Create a Customer Order for a Special Order Part |
| Returns | Allows the user to process a Vendor Return | How to Create a Vendor Return for Parts and How to Report on Vendor Returns |
| Backdating | The user can backdate payment dates and invoice dates on Customer Order | How to Backdate Customer Order Deposits / Payments / Invoices |
| View incoming text messages | Allows the user to view any incoming text messages This is only relevant if the Dealership has 2 way texting | How to Send and Receive Text Messages (SMS) through Blackpurl |
| Reopen finalized invoice | Allows the user to reopen invoices on Customer Orders | Reopen Invoiced Customer Orders |
| Set Cash Drawers | Permission to be able to set up Cash Drawers | Setting up Multiple Cash Drawers / Handling of Multiple Cash Drawers |
| Payment of Account | Permission to be able to take a Payment on Account within Blackpurl > Customer Record | Invoices that have been closed as Payment Method: Charge on Account - Receiving Payment of Account in Blackpurl (Accounting Integration) |
| Reallocate on order parts | If you want your users to be able to reallocate on order parts, leave this permission enabled | Reallocation of On Ordered Parts |
| Adjust Store Credits | This permission will allow the user to be able to process a Store Credit onto a Customer Record | How to process a Store Credit on a Customer Record / How to Report on Store Credits |
| Approve Deals | This permission will allow the user to be able to change the status of a Unit Deal to Approved | User Permission - Approve Deals |
| Sales Taxes | Allows users to assign sales taxes on Vendor Records / Customer Records etc | User Permission - Sales Taxes |
| Job ready to invoice status | This would allow the Dealership more control over the ability to Invoice | Service Job Statuses - Selecting and then Using / Ready to Invoice Enforcement |
| Modify Payment Method Surcharge | This will allow users that have this permission to modify / override the automatic surcharge charged for specific Payment Methods | User Permission - Modify Payment Method Surcharge |
Quick fulfil deal unit options | This will allow users to use the Quick fulfil deal unit option on Customer Order > Unit Deals Available to Admin Users only | Customer Order > Unit Deal - Quick Fulfil Deal Unit Options |
| Create/Modify Records | ||
| Customers | Allows the user to create/modify Customer Record | How to Create / Add a New Customer |
| Vendors | Allows the user to create/modify Vendor Record | How to Create / Add a New Vendor |
| Vendor Products | Allows the user to create/modify Vendor Products | How to Setup Vendor Products and Services |
| Parts | Allows the user to create/modify Part Records | How to Create / Add a New Vendor |
| Labor | Allows the user to create/modify Labour Codes | How to Create a New Labour / Labor Code |
| Stocked Units | Allows the user to create/modify Stocked Units | How to Create / Add a new Stock Unit |
| Fees | Allows the user to create/modify Fee Records | How to Create a New Fee |
| Kits | Allows the user to create/modify Kits | How to Create a Kit |
| Create Make & Model Adhoc | Allows the user to create Make / Model / Submodel Adhoc (without going into System Settings > Make & Model) | How to Create or Amend - Make / Model / Sub Model - see section on Alternative Way to Add new Makes and Models |
| Account Administration | ||
| System Settings | Allows the user to access System Settings dashboard | User Permissions - Account Administration section |
| Accounting Integration | Allows the user to access Accounting Integration section from the System Settings dashboard | User Permissions - Account Administration section |
| User Management | Allows the user to have access to the Users and User Permissions sections from the System Setting dashboard | User Permissions - Account Administration section |
| Tax Management | Allows the user to have access to the Tax management section from the System Setting dashboard | Tax Management - How to Create or Amend Tax Rates and Tax Codes User Permissions - Account Administration section |
| App Settings | Allows the user to have access to the Branding management / Business Profile / Cash drawers / System settings & control sections from the System Setting dashboard | User Permissions - Account Administration section |
| Linked Fees & Forms | Allows the user to have access to the Form repository / Linked fee management / Linked form management sections from the System Setting dashboard | User Permissions - Account Administration section |
| Locations & Tags | Allows the user to have access to the Product location and Tag management sections from the System Setting dashboard | User Permissions - Account Administration section |
| Make & Models | Allows the user to have access to the Make & Models section from the System Setting dashboard | User Permissions - Account Administration section |
| Text templates | Allows the user to have access to the Text message templates section from the System Setting dashboard | User Permissions - Account Administration section |
| Unit Pricing & Options | Allows the user to have access to the Unit pricing & options section from the System Setting dashboard | User Permissions - Account Administration section |
| Price Levels | User Permissions - Account Administration section | |
| - assign | Allows the user the ability to assign price levels to Customer Records | Change Price Level on Customer Record |
| - create/modify | Allows the user the ability to create / modify price levels | How to Create or Amend Price Levels |