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How to add Users to a Location


DealerTeam allows dealerships with multiple roof tops to keep track of each location separately.  Once a location has been added, learn how to assign users.



This tutorial requires orgs to have created locations. To learn how to add a location click here.  


After reading this article you will be able to

  • Navigate to Location
  • Add a User to a Location as a System Administrator
  • Change a Location as a User


Attention Users!
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Salesforce Classic.

Step One:  Navigate to Dealer Location User

 1. Click the All tabs +  icon 



 2. Click Locations 



 3. Click on the desired Location



Step Two: Adding the User

1. Click the New Dealer Location User button Located between the Service Labor Rate Defaults and Misc. Charge Codes sections



2. Click the look-up icon to search for available Users to assign to the location

3. Click the desired user Name

4. Click Save

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Note: The User will now be assigned to the Location.


Step Three: Changing a Location as a User

1. Click the Change button on the My Dealership widget



 2. Click the Select button next to the desired Location



Note: Error will appear if user has not been added to a location and attempts to select that location using the My Dealership widget.  

What's Next - Designate a User as a Technician

Click here to learn how to Designate a User as a Technician.