Adding and Editing Dealer Users and Dealer Admins

Managing your dealership team in DealerPoint is simple. Here’s how to add and edit Dealer Users and Dealer Admins:

Adding a Dealer User or Dealer Admin

1. Sign In: Begin by signing in to your DealerPoint account.
2. Access Settings: Click on your user icon in the top right corner, then select “Settings” from the dropdown menu.
3. Navigate to My Team: Under Settings, select “My Team” from the side menu.
4. Add New User: Click on “Add New User.”
5. Enter Details: Provide the necessary details for the new user, including optional profile photo, name, email, and select their role:
   • Dealer User: Grants access to the dashboard and profile settings.
   • Dealer Admin: Provides access to the dashboard, profile settings, dealership settings, platform upgrades, and data connections management.
6. Save and Notify: Click “Add” to save the user details and send them an email with a login link and temporary password.

Editing a Dealer User or Dealer Admin

1. Sign In: Log in to your DealerPoint account.
2. Access Settings: Click on your user icon in the top right corner, then select “Settings” from the dropdown menu.
3. Navigate to My Team: Under Settings, choose “My Team” from the side menu.
4. Find User: Use the search function or filter the table by role to locate the user you want to edit.
5. Edit User Details: For each user, you can:
   • Modify user details, including profile photo, name, email, and role.
   • Pause access to the platform.
   • Delete the user.

That’s it! Managing your dealership team’s access and permissions is now a breeze. If you have any questions or need assistance, feel free to reach out.