In a dealership, what may seem like a singular task often often unfolds into a multitude of smaller yet crucial responsibilities. Take, for instance, adding a user, which involves engaging in conversations with the client and capturing their details for the system.
A recurring item on the 'to-do' list involves managing users activated on the platform. Whether it's a client or a new team member, each user enters the onboarding process, ensuring their personal details are captured, and a password is created to grant them access to the auction platform.
Moreover, the management team must remain vigilant in monitoring user activity. This includes facilitating access to devices and updating user information to sustain the smooth workflow that comes with using DealersOnline dealership tools.
The User Management feature serves as your software team, overseeing the critical task of auction management and ensuring all minor details are accurately entered correctly, updated, and ready to be reviewed.
When to use it
A core principle of the auction platform is to uphold transparency and dependability for all its users. Hence, having the details of every user readily available is essential for quick access whenever required. The onboarding process incorporates a meticulous verification system to authenticate the identity of each user, ensuring utmost security and trustworthiness.
There’s an addition made to the auction network
Whether they're part of the dealership team or a client entering the auction space, every new user undergoes the onboarding process. The person assisting the new user is responsible for capturing all their details accurately. From their full name to their ID number, every letter and number must be correctly entered into the system.
You’re uncertain about who’s coming or going
The 'Users' grid provides a convenient tool to keep track of both active and inactive users. With this feature, you'll always be aware of who's engaged in the auction environment and who's recently joined your network. Even if other tasks demand for your attention, you can trust that you won't miss out on this critical information. It offers a balance, enabling you to manage your to-do list without the fear of overlooking important user updates.
Where to find it
- Click on ‘Options’
- Select ‘My Account’
- Click on ‘Manage My Dealership'
- Click on ‘Users'
How to use it
Discuss the auction needs of the user
Use your sharp conversational abilities to understand what your user needs from the auction platform. Are they primarily focused on managing their dealership workflow, engaging in buying and selling activities, or perhaps both?
Once these needs are identified, the individual guiding the new user through the onboarding process will have a clearer understanding of the necessary access needing to be granted. This ensures the user gets the best value from the auction platform based on their department role and responsibilities.
Capture their personal details and set a password
A new account is only complete when all the user’s personal details captured and a safe password is created.
As you assist the new user to enter their details on the system, double-check the details to ensure that there are no errors in any of the text fields.
Navigate your way through the grid
With thousands of users using the auction platform, it's crucial to stay informed about those within your dealership. The user grid offers a convenient space to monitor business operations without being intrusive. Here, you can easily access their personal information, department, device access, and FICA status all in one place. This eliminates the need to sift through paperwork to find details about your dealership users.
