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Designate Dealer Administrator and Contacts

  • How To
  • Step By Step

Designate Dealer Administrator and Contacts

To designate dealer administrator and contacts:

n1

Select the desired user.
Note: It is required that you assign at least two dealer administrator per dealer number.
Note: You may designate multiple dealer administrators per dealer number.

n2

Select the Sys. Admin checkbox for the desired user.
Note: You must scroll to the right to view the checkbox.

n3

Select the Prim. Contact or Sec. Contact checkboxes for the desired user.
Note: You must designate, at a minimum, a primary contact for a dealer, but designating a secondary contact is optional.

n4

Click the Save button to save your changes, or click the Cancel button to close without saving.
Note: A confirmation message appears.

n5

Click the Yes button to confirm, or click the No button to close the window without confirming.

Tip

Internal users must search by dealer before opening the User Summary.

Designate Dealer Administrator and Contacts

  • How To
  • Step By Step

Use

Designate Dealer Administrator and Contacts

To designate dealer administrator and contacts:

  1. Select the desired user.
    Note: It is required that you assign at least two dealer administrators per dealer number.
    Note: You may designate multiple dealer administrators per dealer number.
  2. Select the Sys. Admin checkbox for the desired user.
    Note: You must scroll to the right to see the checkbox.
  3. Select the Prim. Contact or Sec. Contact checkboxes for the desired user.
    Note: You must designate, at a minimum, a primary contact for a dealer, but designating a secondary contact is optional.
  4. Click the Save button to save your changes, or click the Cancel button to close without saving.
    Note: A confirmation message appears.
  5. Click the Yes button to confirm, or click the No button to close the window without confirming.

  • About the User Summary Page
  • Access the Copy User Permissions Page
  • Access the Edit User Permissions Page
  • Access the View User Permissions Page
  • Deactivate or Reactivate User
  • Search for a Dealer User from the User Summary Page (Dealer User)
  • Search for a Dealer User from the User Summary Page (Internal User)
  • Search for an Internal User from the User Summary Page (Internal User)
  • User Summary Page Overview

Tip

Internal users must search by dealer before opening the User Summary.

Designate Dealer Administrator and Contacts

To designate dealer administrator and contacts:

n1

Select the desired user.
Note: It is required that you assign at least two dealer administrator per dealer number.
Note: You may designate multiple dealer administrators per dealer number.

n2

Select the Sys. Admin checkbox for the desired user.
Note: You must scroll to the right to view the checkbox.

n3

Select the Prim. Contact or Sec. Contact checkboxes for the desired user.
Note: You must designate, at a minimum, a primary contact for a dealer, but designating a secondary contact is optional.

n4

Click the Save button to save your changes, or click the Cancel button to close without saving.
Note: A confirmation message appears.

n5

Click the Yes button to confirm, or click the No button to close the window without confirming.

Tip

Internal users must search by dealer before opening the User Summary.

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