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DealerTeam

How to add Users to a Location

Goal

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.

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

Prerequisite: 

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

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 

1.1.png

 

 2. Click Locations 

1.2.png

 

 3. Click on the desired Location

1.3.png

 

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

2.1.png

 

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

2.2 2.3 2.4.png

 

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

3.1.png

 

 2. Click the Select button next to the desired Location

 3.2.png

 

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