Overview
Fullpath's Platform Management page makes it easy for you to manage User access and permissions in the dashboard. Platform Management can be found via Account Settings in your Fullpath dashboard.
To manage your own account, including a read-only view of your own permission levels, see Profile Management.
How It Works
Permission Levels
Permissions can be managed at three different levels:
| Level | What changes affect |
|---|---|
| Group | At the group level, you can make changes that affect your group as a whole. |
| Dealership | At the dealership level, the changes you make will only affect the dealership selected in the drop-down and not any others. |
| Product | The product level relates to any settings only for the product selected. |
Permission Types
Within these access levels, the following types of User Permissions are available:
| Permission | What the user can do |
|---|---|
| Edit | Has permissions to edit settings. The settings that can be modified depend on whether the user has "Edit" permissions at the Group, Dealership, or Product level. For example: a User with Edit permissions may read, edit, or adjust all settings but may NOT add, delete, or change permissions for other users. Edit permissions may NOT export data from the CDP. |
| Admin | Has the ability to edit settings and allow or remove access for other users. The Settings or Users that this User can modify will depend on whether the User has "Admin" permissions at the Group, Dealership, or Product level. For example: a User with Admin permissions may read, add, delete, or change permissions and roles of other users as well as export data from the CDP. |
| Read Only | This role may not edit users or export data. They can view settings but will be unable to change or edit them. They can, however, change date range, filters and “view by” on tables and graphs. They can copy things to a clipboard, and they can make audiences, but not export or save them. |
| Page Specific Access: Offers Manager | The page specific role allows users to create, upload, edit, and remove offers through Dealership Offers, without granting access to any other parts of the CDP or activation products. |
| Page Specific Access: Audiences | This page specific role allows users to view, filter, create, edit, and manage audiences. |
Partial Permissions
On the User Management page, you can see the users that have access (Read Only, Edit, or Admin) at this level. You may notice a user with "Partial Permissions." This means that they do not have permissions at this level, but they do have permissions at a lower level.
Where to Find It
Account Settings > Platform Management > User Management at the Group, Dealership, or Product level. https://dashboard.fullpath.com/settings
User Management Page
Clicking on the "User Management" section at any level (Group, Dealership, or Product) will open up the User Management settings for that specific level.
How to Use It
Viewing a User's Permissions
Users often hold different permission levels across the dealerships and products they can access. If a user shows "Partial Permissions," select View permissions to see exactly what they have access to, without opening each Dealership or Product level one at a time.
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Group level: permissions are shown one dealership at a time. Select a dealership from the drop-down to see the user's product permissions for that store.
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Dealership level: permissions are shown per product for that dealership.
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Permission tag: when the user has the same permission level across products, the tag shows that level. When levels differ between products, the tag shows Partial.
To view a user's permissions:
- Open User Management at the Group or Dealership level.
- Find the user, click the 3 dots at the end of their row, and select View permissions.
- Review the panel header, which shows the user's name and email. At the Dealership level, the dealership name appears below it. At the Group level, it reads "View permission levels for all dealerships that this user has access to."
- At the Group level, use the Dealership drop-down to switch stores. The panel opens on the first dealership, and the table and permission tag update with each selection.
What You May See
| What appears | What it means |
|---|---|
| Partial tag | The user's permission level differs between products. |
| - in a product row | No role or source is set for that product. |
| No products are enabled for this dealership. | Group level: the selected dealership has no products enabled. |
| No permissions found for this team member. | Dealership level: the user has no product permissions at this dealership. |
Modifying Users
Edit Another User's Account
To edit a user, click on the 3 dots* at the end of the row of the User you wish to edit. A drop-down will appear. Select "Edit Permissions" from this menu. When you select "Edit Permissions" a pop-up will appear. From this window, use the Permissions drop-down to choose the new permission you wish to assign the user.
*This is highlighted in the screenshot in the previous section titled "User Management Page".
Edit Your Personal User Account
Click your initials in the top-right corner of the dashboard to open Profile Management. From there you can update your name and email, reset your password, manage two-factor authentication, and view your own permissions. See Profile Management.
Adding Users
Watch the video below to learn how to add Users to your dashboard.
Notifying New Users
When a new user is added to the Fullpath Dashboard, for any role (Read Only, Admin, Edit), an email will be triggered from support@fullpath.com and sent to the new user. The email will inform the person they have been added to the Fullpath Dashboard, provide their login and password, and prompt them to create a new, secure password.
Removing Users
To remove a User from the dashboard, click on the 3 dots* at the end of the row of the User you wish to remove permissions for. A drop-down will appear. Select "Remove Permissions" from the drop-down menu.
*This is highlighted in the screenshot in the previous section titled "User Management Page".