---
title: "External Agent Access Levels"
description: "Wheelhouse system owners may allow limited access to Wheelhouse for their External Agents such as Manufacturer's Representatives and Dealer Agents. Depending on the options selected, External Agents…"
url: "https://support.wheelhousemfg.com/article/rih89hh3ig-external-agent-access-level"
category: "Order Management"
updated_at: "2024-04-15T20:03:43Z"
---

# External Agent Access Levels

Wheelhouse system owners may allow limited access to Wheelhouse for their External Agents such as Manufacturer's Representatives and Dealer Agents. Depending on the options selected, External Agents may be able to see their dashboard, create quotes and sales, convert quotes to sales, or edit adjust access for other external agents or their Dealership.

### Allowing Access to External Agents (Reps and Dealers)

In order for an External Agent to access the Wheelhouse Outside Sales Application, they must be listed as Dealer Contact in the Outside Sales Application and must have an Access Level other than None. The following table explains the system access granted to each type of External Agent.

##### **Access Levels**

- **None**: Block contact's access for the location
- **Non-Login, Notifications:** Block contact's access for the location but allow notifications emails to be sent to the user.
- **ReadOnly**: View all quotes & sales for the location
- **OwnedRecordsOnly**: View and Edit Owned quotes & sales for the location
- **OwnedRecords**: View and Edit Owned quotes & sales they created for the location PLUS View all quotes & sales for the location
- **Standard**: View and Edit all quotes and sales for the location
- **Admin**: View and Edit all quotes and sales for the location PLUS Add contacts for the location

This table explains the access granted to each type of Contact/External Agent in more detail.

**Access Level**

**Purpose**

**Unowned Records**

**Owned Records**

(Records they created)

**Customer Fields**

**None**

**Block** **contact's access for the location**

No Access

No Access

No Access

**Non-Login, Notifications**

**Associate contact's email address with the location without providing login access.**

No Access

No Access

No Access

**ReadOnly**

**View all** **quotes & sales for the location**

Allow the contact to view the records associated with the dealer to which they have access. Does not allow editing of the records.

ReadOnly

ReadOnly

ReadOnly

**OwnedRecordsOnly**

**View and Edit Owned** **quotes & sales for the location**

Allow the contact to view and edit only the records that they created or for which they have been given ownership.

No Access

Create/Read/Write

ReadOnly

**OwnedRecords**

**View and Edit Owned** **quotes & sales they created for the location**

**PLUS** **View all** **quotes & sales for the location**

Allow the contact to view the records for the dealer(s) to which they have access while only allowing editing of the records that they own.

ReadOnly

Create/Read/Write

ReadOnly

**Standard**

**View and Edit all** **quotes and sales for the location**

Allow the contact to edit all records for the location.

Create/Read/Write

Create/Read/Write

ReadOnly

**Admin**

**View and Edit all** **quotes and sales for the location**

**PLUS** **Add contacts** **for the location**

Allow the contact to edit all records for the location and add contacts for the location.

Create/Read/Write

Create/Read/Write

Limited Editing

[Related Article: User Roles and Profiles](/article/2hr53jf0xf-role-definitions)