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Dealer data security, built into the platform

Your dealership’s records are kept apart from every other dealer’s by the database itself, and the most sensitive customer fields are stored encrypted. Each person gets one of four fixed roles, can turn on two-factor sign-in, and leaves a record of their changes in an audit log that owners and admin managers can search.

Give your team access. Keep the boundaries clear.

Roles decide what each person, and the assistant working for them, can see and do.
  • Keeps data apart

    The database keeps your records apart from every other dealership’s, and sensitive fields such as a customer’s date of birth and driver’s license number are stored encrypted.

    System · always
  • Secures the sign-in

    Two-factor sign-in with an authenticator app and ten recovery codes, or Continue with Google with the same code. Sign out everywhere when a phone goes missing.

    Each person · opt in
  • Holds the AI to the same role

    The assistant offers only what your role allows and checks it again before a change is applied. The chat on your public website reads public information only.

    System · always
  • Records the changes

    Who changed what, when and to which record, the assistant included. Owners and admin managers can search it. It is not a promise that every action is captured.

    Owner · Admin / Manager

Dealership data protection starts with keeping every dealer’s records apart

Dealer management system data security here is part of the product on every plan, not an add-on. Every dealership’s records sit in one database, and the database itself hands back only the rows of the dealership you are signed in to. The app connects with a database login that is not allowed to skip that rule. On top of that come encrypted sensitive fields, four fixed roles, two-factor sign-in and an audit log of recorded changes.

  • Assign one of four roles

    Give each person the Owner, Admin / Manager, Sales or Accounting role. The menus, the buttons, the server and the assistant all follow it, and only an owner changes a role.

  • Protect each sign-in

    Each person can turn on two-factor sign-in with an authenticator app and keep ten single-use recovery codes. Continue with Google asks for the same code.

  • Review recorded changes

    Owners and admin managers can search the audit log by person, action, record and date, and open one record’s history from its row.

Product walkthrough

See it in action

Explore dealer software security controls for staff access, sign-in protection and traceable changes. Tour AutoDealer.io’s real Team roles, cost-visibility control, security settings and audit log.

English audio · English and Spanish captions

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Read the transcript

English transcript

Access control connects a person to the information and actions they are permitted to use. Strong sign in protection and a history of changes support that boundary, helping a shared workspace serve different responsibilities.

A shared workspace needs clear control over information. AutoDealer combines staff roles, sign in protection, and an audit trail, so the team works from connected records while sensitive information stays behind appropriate access rules.

Open Team to review the people with access to the dealership and their assigned roles. Owner, manager, sales, and accounting roles support different responsibilities. Location assignments and cost visibility settings add context, including whether sales staff can see what the dealership invested in a vehicle.

Sign in and security brings your password, two factor authentication, and sessions together. An authenticator app adds a sign in step, with recovery codes for account recovery. Keep secrets, codes, and account access private when reviewing these controls.

The audit log records changes for review. Data isolation and encryption of sensitive fields support protection behind the interface, while permissions control staff access. Use the trail to understand a change and follow up with the responsible team.

The AI assistant can summarize permitted settings and activity. It follows staff access rules; use the security and team controls yourself to manage account protection.

  • Sensitive fields are encrypted: EIN, date of birth and driver’s license number

    Your dealership’s EIN and each customer’s date of birth and driver’s license number are encrypted with AES-256-GCM before they are saved. So are the answers a shopper gives on a website lead form, the authenticator secrets behind two-factor sign-in, and the keys to connected accounts such as your bank and QuickBooks.

    • Passwords are never stored, only a one-way hash of each.
    • Traffic between your browser and the app is encrypted on the way.
    • This covers the most sensitive fields, not every column in the database.
  • The AI assistant works inside the same roles

    The assistant only offers and runs what the signed-in person’s role allows, and checks the role again before a change is applied. For someone who does not see cost and profit, it leaves those figures out of every answer, in the dashboard, on Telegram and in a connected app.

    • Every change it prepares waits for a person’s approval, unless the owner’s Autopilot setting covers that routine job. Money and anything that cannot be undone always wait for a person.
    • The chat on your public website reads only public information: your published cars and what the site already shows.
    • An AI app someone connects reads with that person’s role, and at most prepares a change for approval.

    How connected AI apps work 

  • Two-factor sign-in (MFA), recovery codes and Google sign-in

    Under Settings, Sign-in and security, each person can turn on two-factor authentication with any authenticator app, such as Google Authenticator, 1Password or Authy. From then on every sign-in asks for a six-digit code from that app. Ten recovery codes, each good once, get you in if the phone is lost.

    • Continue with Google asks for the same code when two-factor is on.
    • Codes come from the app, never by text message.
    • Passwords follow NIST guidance: at least 8 characters, common passwords refused, no forced symbols.
    • Two-factor is each person’s choice. An owner cannot require it for the team.

    Turn on two-factor, step by step 

  • Staff roles and permissions: owner, admin manager, sales and accounting

    There are four fixed roles and no per-person permissions, so the role is the whole answer to who may do what. It decides the menus, the buttons, the search and what the assistant offers, and the server refuses what a role may not do, even when someone types the address.

    • Owner: everything, including billing, the bank and QuickBooks connections, the assistant’s Autopilot setting and other people’s roles.
    • Admin / Manager: runs the store, everything but what is the owner’s alone.
    • Sales: the cars, the leads and the deals, without the books, loans or floor plan.
    • Accounting: the money (books, loans, floor plan, payments and financial reports). Reads inventory and deals, does not sell.

    What each role can do, area by area 

  • You decide whether salespeople see cost and profit

    Owners, admin managers and accounting always see what a car cost and the gross on a deal. Salespeople do not until an owner turns on Salespeople see cost and profit, on the What salespeople see card under Settings, Team. While it is off, they sell with the asking price and the floor price.

    • The figures are left out on the server, not just hidden on the screen.
    • Reports, a car’s history, the assistant, Telegram and connected apps leave them out as well.
    • A salesperson can still record a cost on a car, without seeing the list or the total.
    • Turning it on or off is written to the audit log.
  • An audit log of who changed what, and when

    Under Settings, Audit log, owners and admin managers read the recorded changes newest first: when, who, the action, the record and what changed. Filter by person, action, record type or dates, search the details, and open one record’s history from its row.

    • A change the assistant applied on its own reads Assistant, for the person whose Autopilot setting allowed it, and can be undone from its row while that is still possible.
    • Nobody at the dealership can edit or delete an entry.
    • It holds the changes the app records. It is not a promise that every action is captured.
    • There is no download button. For a copy, our team produces one on request.

    How to read the audit log 

  • When someone leaves, or a phone goes missing

    An owner or admin manager deactivates a teammate who leaves, under Settings, Team. That person is signed out everywhere and cannot sign in, and any Telegram chat or AI app they connected stops working too. Their changes stay in the audit log under their name, and Reactivate brings them back if they return.

    • Lost a phone or a laptop? Sign out everywhere, under Settings, Sign-in and security, ends your sessions on every device, this one included.
    • Changing your password signs you out everywhere too.
    • There is no list of devices, and no way to sign out just one.
    • Only an owner can deactivate another owner, and the last owner cannot be deactivated.

    Sessions and signing out everywhere 

Good to know

Roles are four fixed application roles, not custom permissions. Two-factor sign-in is each person’s choice, and an owner cannot require it. The audit log holds the changes the app records and is not a promise that every action is captured. None of this is a security certification or a guarantee against incidents, and it does not secure your own computers, email or network.

What dealer management system security covers here, and what it does not

What it does

  • Keeps each dealership’s records apart in the database itself
  • Encrypts the EIN, dates of birth, driver’s license numbers and other sensitive fields
  • Gives each person one of four fixed roles, which the menus, the server and the assistant all follow
  • Lets the owner decide whether salespeople see cost and profit
  • Offers two-factor sign-in with an authenticator app, recovery codes and Continue with Google
  • Records changes in an audit log that owners and admin managers can search
  • Signs a person out of every device when they ask, change their password or are deactivated

What it does not do

  • Offer SAML single sign-on or SCIM provisioning
  • Hold a SOC 2 report
  • Let you build custom roles or set permissions per person
  • Let an owner require two-factor sign-in for the team
  • Send sign-in codes by text message
  • Give you a download of the audit log or your data. Our team produces a copy on request.
  • Secure your own computers, email or network

Dealer data security FAQ

How your dealership’s data is protected, stated plainly, limits included.

How is my dealership’s data kept separate from other dealers on the same system?

By the database itself, not only by careful code. Every dealership’s records sit in one database, and they carry a rule there that hands them only to people signed in to that dealership. The app connects with a database login that is not allowed to skip that rule, so a request that is not tied to your dealership gets nothing back rather than another dealer’s records. The technical name for this is row level security.

Which customer data is encrypted?

Each customer’s date of birth and driver’s license number are encrypted with AES-256-GCM before they are saved, and so are your dealership’s EIN and the answers a shopper gives on a website lead form. The authenticator secrets behind two-factor sign-in and the keys to your bank and QuickBooks connections are encrypted too, and passwords are kept only as a one-way hash. This is encryption of the most sensitive fields, not of every column. Traffic between your browser and the app is encrypted on the way.

Our security practices and providers, in the Legal Center 

What can each role see and do, and can I build custom roles?

There are four fixed roles and no custom ones. Owner can do everything. Admin / Manager runs the store, except a few things that are the owner’s alone, such as billing, the bank and QuickBooks connections, the assistant’s Autopilot setting and other people’s roles. Sales works the cars, leads and deals, without the books, loans or floor plan. Accounting works the money and reads inventory and deals without selling. If your team needs finer control than four roles give, that is a limit today.

What each role can do, area by area 

Can I stop salespeople from seeing what a car cost and the profit on a deal?

Yes, and that is how it starts. Salespeople see the asking price and the floor price, and not the acquisition cost, the costs on a car, the margin or the gross, until an owner turns on Salespeople see cost and profit under Settings, Team. Owners, admin managers and accounting always see them. The figures are left out on the server, so reports, the assistant, Telegram and connected apps leave them out too.

Whether salespeople see cost and profit 

Does it support two-factor sign-in, and can I require it for my whole team?

It supports it, and each person turns it on for themselves under Settings, Sign-in and security, with any authenticator app. After that every sign-in asks for a six-digit code from the app, Continue with Google included, and ten single-use recovery codes cover a lost phone. Codes never come by text message. An owner cannot require two-factor for the team today, so ask each person to turn it on.

How to turn on two-factor 

Can I see who changed a deal, a price or a customer record, and can I export it?

Yes, if you are an owner or an admin manager. The audit log under Settings shows the recorded changes newest first, with when, who, the action, the record and what changed, and each record has a history of its own. There is no download button today: for a copy of the log, or an export of your dealership’s records for a data request, our team produces it for you on request. We are not a law firm, and how you answer a data request stays your responsibility.

How to read the audit log 

What happens to someone’s access when they leave, or when a phone goes missing?

When someone leaves, an owner or admin manager deactivates them under Settings, Team. They are signed out everywhere and cannot sign in, their Telegram chat and any AI app they connected stop working, and everything they changed stays in the audit log under their name. If a phone or laptop goes missing, Sign out everywhere under Settings, Sign-in and security ends that person’s sessions on every device, and a device that was already open goes to the sign-in page the next time it loads anything. With two-factor on, a password alone does not get anyone back in.

Sessions and signing out everywhere 

Can the AI assistant, a connected AI app or the bank connection see or change more than my staff can?

No. The assistant works inside the signed-in person’s role: it only offers what that role may do, checks the role again before a change is applied, and leaves cost and profit out for someone who does not see them. Every change it prepares waits for a person’s approval unless the owner’s Autopilot setting covers that routine job, and money and anything that cannot be undone always wait for a person. An AI app someone connects reads with that person’s role and at most prepares a change for approval. Bank connections go through Plaid and only bring transactions in: nothing can be paid or moved from here.

See the AI assistant 

Does this make my dealership Safeguards compliant, and do you hold a SOC 2 report?

No software makes a dealership compliant with the FTC Safeguards Rule on its own. The rule asks you for a Qualified Individual, a written information security program, a risk assessment and staff training, among other things, and the controls here are tools for that program, not the program itself. We hold no SOC 2 report and offer no SAML single sign-on or SCIM today; Continue with Google is the single sign-on there is. This is not dealership cybersecurity either: your computers, email accounts and network stay with you and your IT provider. We do not give legal advice.

See the Safeguards records on the compliance page 
Every record. A clearer next step.

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