USERS
In this article:
Overview
To add and edit users you will need the ‘Shop Admin’ role. If you cannot see the users page and you need to add users, reach out to your shop admin who can add this role to your account.
To navigate to the users page, click ‘Administration > Users’.
Here you can view all users at your shop. You can send a username reminder, password reset or user guide email through to the email linked to the account by using by clicking the relevant button next to the account.
Add New User
To add a new user, start by clicking the ‘Add User’ button.
You can then start adding details to the account. Be sure to fill out with accurate and up to date information as this will be used when contacting the user.
Once you are happy with the information entered, click the ‘Roles’ tab to add permissions and finish setting up this account.
To add role(s) to the account, click the ‘Add Roles’ button and select the relevant permission(s) you wish to add.
- Service Advisor – Create, edit and submit Repair Orders
- Shop Admin – Add and edit users, edit shop details
If the user needs access to all areas – simply tick both roles before clicking ‘Add Selected’.
Finally, click ‘Save’ to add the new user.
Edit Users
To edit an existing user – click the pencil icon to the right-hand side of the relevant user.
From here, you can edit the user as needed including adding or removing roles from the account.
If you wish to REMOVE a user from your shop, uncheck the ‘Active’ checkbox. This will disable this account until reactivated.
Once you are finished, click ‘Save’ to save the changes to the account.
