This article explains how to use the View Credit Data toggle in the AVA Portal to manage credit permissions and protect your customers’ financial data. The View Credit Data toggle lets Company Admins control which users can see sensitive credit information, such as credit scores, reports, and full profiles.
What is the “View Credit Data” Toggle?
The View Credit Data toggle gives Company Admins control over which users in the AVA Portal can access sensitive credit information—such as credit scores, reports, and full profiles.
This allows dealerships to safely expand portal access to sales reps, BDC agents, and other team members while keeping financial data private and secure.
What’s Hidden When It’s Turned OFF?
When the credit toggle is disabled for a user, they’ll still be able to manage leads—just without viewing credit-related details.
| Section | What Changes |
| Leads List | Credit score column shows predictive scores only |
| Lead Overview Page | Credit profile section is hidden |
| Credit Report Tab | Completely hidden and inaccessible |
All other AVA functionality remains fully available.
Who Can Manage This Setting?
Only Company Admins can enable or disable credit data access for users.
If you’re a member, please reach out to your admin to request access changes.
How to Use the Toggle
1. Log into your AVA Portal
2. Go to Settings > Users
3. Select an existing user or click + Add User Note: The View Credit Data toggle is configured per individual user. New users are created with credit data access disabled by default. + Add User
4. In the user profile, find the “View Credit Data” toggle
5. Set it to Enabled or Disabled
6. Click Save—the update takes effect immediately
Example Scenarios
Junior Sales Rep
• Credit access is disabled
• Can view and contact leads without seeing private credit data
Finance Manager
• Credit access is enabled
• Can view full reports to qualify and approve financing
Why Use This Feature?
• The View Credit Data toggle helps dealerships balance operational efficiency with data privacy. By granting credit access only to the roles that require it, you reduce the risk of unauthorized data exposure while keeping your broader team productive in the AVA Portal. Protect customer privacy
• Increase AVA Portal adoption across teams
• Limit access based on role or experience
• Support compliance and internal policies • Maintain a clear, role-based permission structure
💬 Need Help?
If you have questions or need assistance updating your user settings, chat with us in-app or email [email protected] .
Happy selling!