Organization and users

Dealer group, rooftops, memberships, roles, retention, and staff.

/dashboard/platform/organization tabs: dealer group, rooftops, access, roles, retention. /dashboard/platform/users lists staff (shoppers are excluded).

  • Dealer group and rooftops: DealerGroup, Rooftop (one store, with time zone).
  • Access: changeDealerMembership grants or revokes a DealerGroupMembership (optionally all rooftops) or RooftopMembership. Each change writes a MembershipAuditEvent.
  • Roles: generated CRUD on Role. See Roles and permissions.
  • Retention: configureRetentionPolicy stores policies.

Catalog

Makes, models, service packages, and lead routing rules.

Reports and audit

Saved reports, runs, audit search, and outbox health.