Follow the steps below to change your employees' user access privileges or delete a user.

Per FTC Safety Compliance, please do not give employees higher access than what they need to do their job (see chart below).

  1. Log in as Admin.
  2. Go to My Dashboard
  3. Navigate to 'User Account Dashboard'
     
  4. New registered users will be under the 'Customers' tab until role has been changed. Then it will move to the Staff Tab. 
    • Select 'Update' to change the Role of the User.
      Please NOTE: If a role has previously been assigned, and access needs to be adjusted, then you will find that person under the 'Staff' tab.
    • Click 'Delete' to remove the User permanently either because they no longer work there or because they have forgotten their password, which they will need to register again.
  5. User Account Update Page
    1. Select Role from drop-down.
    2. Explanation of Roles:
      1. Site Admin
        1. Able to access all info on a single site. 
        2. Can modify and delete users at or below its level
        3. Anything with images, you need site admin access.
      2. Inventory Manager
        1. Has access to Lead Dashboard
        2. Able to edit vehicles: make price and other changes on Vehicle Edit Screen
        3. No 'Admin' except lead pages & Vehicle Edit Screen
      3. Lead Manager
        1. Only able to access the Lead Dashboard
        2. Able to view individual leads
        3. No Admin Access, no Vehicle Edit access
      4. Content Manager
        1. Only able to access Admin Dash for blog and CMS
        2. Can publish to blog
        3. Can modify CMS content
        4. No access to leads or other Admin functionality
      5. Guest/Website Visitor/Customer
        1. Labeled as "User" under 'Current Role' in the User Account Dashboard
        2. NO access to the backend of the website
    3. Click 'Save Changes'


Questions/Problems