Roles & Permissions
Role-based access governs who can configure each part of a program.
Program Admin
3Create and maintain programs
Sales Operations
5Configure tiers, dates, product rules, discounts, benefits
Finance / Credit
2Configure credit-related rules
Sales Manager
8Approve programs and overrides
Sales Rep
47View published programs, register dealer interest
IT Admin
2Manage integration mappings and access
| Capability | Program Admin | Sales Operations | Finance / Credit | Sales Manager | Sales Rep | IT Admin |
|---|---|---|---|---|---|---|
| View programs | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Create program | ✓ | ✓ | — | — | — | — |
| Configure tiers / products | ✓ | ✓ | — | — | — | — |
| Configure credit rules | — | — | ✓ | — | — | — |
| Approve / publish | — | — | — | ✓ | — | — |
| Manage integrations | — | — | — | — | — | ✓ |