Can we get the ability to allow only my F&I team and desk to submit orders. We would like sales people to only have the ability to save orders but not submit.
@Tom Gilstrap you can now go into any specific role and turn off order submission! Log into the administration side, go to Settings > Roles & Permissions, then select the role (in your case,”Sales Representative”. Go to the Orders tab, and turn off Can Submit in the Accessory Presentation section. Once your salespeople log in, they will not be able to submit an order at checkout.
Insignia Group Design Team
Team•
Dec 20, 2024
Thank you for your submission! We are currently reviewing your suggestion with other members on our team.
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Insignia Group Design Team
Sep 24, 2025
@Tom Gilstrap you can now go into any specific role and turn off order submission! Log into the administration side, go to Settings > Roles & Permissions, then select the role (in your case,”Sales Representative”. Go to the Orders tab, and turn off Can Submit in the Accessory Presentation section. Once your salespeople log in, they will not be able to submit an order at checkout.
Insignia Group Design Team
Dec 20, 2024
Thank you for your submission! We are currently reviewing your suggestion with other members on our team.