Overview
Fullpath's Platform Management page makes it easy for you to manage User access and permissions in the dashboard. The Platform Management can be found via Account Settings in your Fullpath dashboard.
Permissions can be managed at three different levels:
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Group - At the group level, you can make changes that affect your group as a whole.
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Dealership - In 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.
Within these access levels, are four types of User Permissions available:
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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.
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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 or other users as well export Data from the CDP.
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Read Only - This role may not edit users or export data. They can view settings but they will be unable to change or edit. They can however, change date range, filters and “view by” on tables and graphs. They can copy things to a clipboard, they can make audiences, but not export or save them.
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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.
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. If you choose it at the Dealership or Product levels, it is referring to the settings for that specific Dealership or Product, and will not affect any other Dealerships or Products.
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.
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 who 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 Tools".
Edit Your Personal User Account
Watch the video below to learn how to Edit your User Account in your dashboard. Any User with Edit or Admin permissions can edit their account.
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 who 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 Tools".