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Roles & access
Who sees which part of Acme Fleet. These docs do not use a separate docs login — the example handbook is public. The portal itself is role-gated after you pick a teammate on Sign-in.
Portal roles
| Role | Where they work | Notes |
|---|---|---|
| Administrator | Whole portal | Cost, users, financing, leads, CRM |
| Sales manager | Showroom, CRM, users (view), financing (view) | Cost visible. Cannot invite users |
| Sales rep | Dashboard, inventory, leads, CRM | No cost or margin. No financing, no users |
| Finance | Dashboard, inventory, financing | No leads or CRM. Cost visible |
| Viewer | Dashboard, inventory, leads, CRM | Read-only. No cost |
Pick the teammate on Sign-in that matches the role you want to see.
Area matrix
| Area | Administrator | Sales manager | Sales rep | Finance | Viewer |
|---|---|---|---|---|---|
| Dashboard | Yes | Yes | Yes | Yes | Yes |
| Inventory | Yes | Yes | Yes | Yes | Yes |
| Inventory cost / margin | Yes | Yes | — | Yes | — |
| Inventory add / edit | Yes | Yes | Yes | — | — |
| Leads | Yes | Yes | Yes | — | Yes |
| CRM | Yes | Yes | Yes | — | Yes |
| Financing | Yes | Yes | — | Yes | — |
| Users | Yes | View | — | — | — |
| Invite / edit users | Yes | — | — | — | — |