The risk of sharing a screen
Turning the monitor or handing a tablet to a customer is common: they check their details, fill in a form, or sign. On a normal staff screen, one tap away are other customers’ names, balances, Social Security numbers, and the dealership’s finances.
What Customer View does
Before handing over the display, staff choose one customer and, if needed, one document packet. Customer View then shows only that.
- Owner navigation, search, and financial screens are hidden
- Social Security numbers and every other customer’s records are hidden
- Draft intake is limited to fields the owner has approved
- Every document in the packet must be opened before Adopt and Sign
- A separate signature group is used when a template requires one
Getting the screen back
Leaving Customer View requires the Owner Vault PIN. A customer can’t step out of it into the rest of the system, even if the staff member walks away.
Good habits that still matter
- Start Customer View before turning the screen around, not after
- Stay nearby while the customer is using it
- Exit with the Vault PIN as soon as they are done
- Keep the Vault PIN private and different from any backup passphrase
This guide is general information, not legal, tax, or accounting advice. Your contracts, state rules, and qualified advisers decide what applies to your dealership.