Setting Up Parts Staff Access

This guide outlines the process of setting up a new parts staff member in Navigator. Proper configuration ensures that staff

This guide outlines the process for setting up a new parts staff member in Navigator. Proper configuration ensures that staff have the necessary access and privileges to perform their roles while maintaining system security and pricing integrity.

Step-by-Step Instructions

Step 1: Access Staff Records

1️⃣ Navigate to Setup > Staff Records to access the staff setup section.
2️⃣ If you do not have access to this section, contact your manager, as they may have the necessary permissions.
3️⃣ If your manager also lacks access, they can refer to the guide: How to Grant a User Access to Staff Records.

Step 2: Assign Module-Specific Access

1️⃣ Within the Staff Record, go to the Privileges tab.
2️⃣ Select all relevant options for Parts Staff to ensure they have access to the necessary modules and functions.
3️⃣ Navigator divides access by module, so configuring these settings correctly is essential to prevent workflow interruptions.

Step 3: Configure Parts Margin to Retain

1️⃣ Locate the Parts Margin to Retain setting within the staff record.
2️⃣ Set the appropriate discount level based on company policy:

3️⃣ Adjust these settings carefully to maintain pricing control and profitability.