You must have Admin permission or above to add or remove users.
Adding a New User
Click your name in the Upper Right Corner and select "users". Once you are on users tab click the "Add a new user" button.
Once you have selected to add a new user, you will add their name, email address (which will also be their log in email), and which dealership(s) they should have access to. Here you will also adjust a users permission level.
Once a user is added, they will receive a "Welcome to AutoRaptor" email message. The message will contain a link to click in order to set up their password for AutoRaptor.
Adding the new user your Round Robin:
If your dealership(s) use round robin for e-lead distribution, you will need to add the new user to round robin over in settings. See here for details on how to do that.
Suspending / Deleting a User
1) Suspending a User (optional)
Go to the "Users" tab and click on the user that you want to remove. Check off the box that says "Temporarily suspend this user and prevent them from accessing AutoRaptor." Click the "Save changes" button to finish locking out that user.
This step allows you to prevent a user from accessing their account while you re-assign their up sheets to other users (step 2 below).
Suspending a user is meant to be temporary. If the user doesn't have any up sheets that need to be re-assigned (for example, many managers don't have any up sheets assigned to them), you can proceed directly to step 3.
2) Re-assign their up sheets to other users
Click on that user again from the "Users" tab under your name in the Upper Right Corner. On the right-hand side of the screen, you will see a count of the total number of up sheets assigned to that user, broken down by dealership.
Click the "Reassign" link next to one of the dealerships. Follow the steps to re-assign the up sheets. If this user has up sheets at multiple dealerships, then their up sheets at the other dealerships can be re-assigned in the same way.
Note: You will see a progress bar while AutoRaptor works to re-assign the up sheets. If there are a lot of up sheets to re-assign, this step could take a few minutes.
3) Delete the user
Once all of the user's up sheets have been assigned to other people, the user can be deleted. Again click on that user from the "Users". Click the grey "Delete User" button on the right-hand side of the screen to complete this process.
