Who does what: roles in DealSafe

Access in DealSafe follows role, not request.

• Sales runs the customer intake on the showroom floor and sees deal status. Sales never sees a buyer's SSN, credit data or license image.
• F&I and managers see the full deal file, resolve identity flags, and request credit reports.
• GM or dealer principal manages roles, approves documents, and receives the annual report.

If someone needs broader access, a GM changes their role. That change is logged, like every other access.