User Accounts

Creating Users

You can create users by navigating to Manage→Users and selecting the Add User button in the top right corner of the screen.

This will prompt the User Creation Box to appear on your screen. Here is where you input the necessary information about the user you'd like to create.

Here is where you'll add the user's basic identifying information, such as First Name, Last Name, Cell Phone, E-mail and Username.

Usernames are Permanent

Usernames cannot be modified after user creation, so if you make a mistake or need to change the username, you'll need to create a new user entirely.

You need an active email address

You'll need an active email address for the user in order to create the account. This is how they'll receive the instructions to set up their password and confirm their account.

User Status

This section allows you to control the type of user you're setting up. Each of the statuses will enable a certain function in the system. More than one can also be applied to a particular user.

  • Active - This enables the user account to be active and functional in the dealr.cloud.
  • Authorized Dealer Contact - This a special status reserved for any user who may request changes to the account on behalf of the dealership. This is normally reserved for Admins and/or users who are given special access to make modifications to the website.
  • Opt Out Of Newsletter - If checked, this will opt you out of receiving our newsletter.
  • Salesperson - This enables the user to receive and be assigned leads in the system.
  • Mechanic - This enables the user to be assigned labor hours and ticket in the Service Module
  • No Login - This allows you to create a selectable user in the system without creating login credentials. This is reserved for situations in which you need to assign an item in the system to a user, but the person in question doesn't need direct access to the system.

User Permissions

This section allows you to customize which overall modules and features of the system this user will have access to.

Resetting Password

You can reset a user's password by navigating to the user's settings page and selecting the Reset Password button. This button is located underneath the Email Signature text box.

This will reset the user's permissions and thus allow them to access their account with a new password.

Updating User Account

You can update the information associated with a user account by navigating to Manage > User and selecting the user account in question.

Here, you can update:

  • Name
  • Phone
  • Email
  • User Status
  • User Permissions

Disabling Users

Disabling users prevents that user from having access to the system. You can disable them by navigating to the user's settings and locating the User Status area. Here, you'll want to uncheck the Active checkbox. This will make the user disabled.