Dealer Administrator is one of the User Roles available to Showroom users that are responsible for the adding and removing of users in Showroom. When an employee joins, leaves or moves to a different location in the company, the Dealer Administrator can make these changes to each users Showroom Access using the 'User Management' tool available in the their Showroom Settings.
The below instructions and accompanying images should help you to navigate to the 'User Management' section of Showroom as a Dealer Administrator and show you how to use this feature and simplify the process of ensuring the users that have access to your Showroom platform is always kept up to date.
1. In your showroom, go to the 'settings' cog icon and then to the option 'User Management'
2. Click the '+' button (circled) on the bottom right of the new 'User Management' screen
4. Input the email address and tick the relevant account by it's Control Panel name, then press 'Invite'. You can invite to as many accounts as you need, if more than one location is required for the user to access.
That's it! An email invitation will be generated and new users will receive an email asking them to register for the system. Existing users who are added to new locations will automatically have access to data for the new locations.
You can switch between locations by clicking the icon on the left and selecting Organisations.
You also have the control on the 'User Management' page to remove a user that is no longer needed by clicking the bin icon. You'll be prompted to confirm you want to remove the user if it is selected in error, too.