Smart Publisher | Account Management

Introduction

The Account Management page within Dealer Dashboard is where you can manage your staff’s access to the Dashboard, whether it be for a group or dealership.

You can add a user, edit an existing user, grant access to products by adding or removing permissions and have the ability to reset passwords.

View Users

When you first go into the Account Management page, the View Users page is the default that comes up where you can see all the Active User Accounts under the logged in client number.

In the grid you will see the Username, First and Last Name and when they were last logged into Dashboard. There are 2 button options that you can click on any user, the first being the Edit button that will take you to the Edit User page, and the second being the deactivate button that will move the user to Inactive status under the client number.

Edit User

By clicking the Edit button, you will come to the Edit User page. Here you can adjust the Account Status by clicking the toggle which will make the user Active or Inactive, as well as edit or update key details for the user as well. Anything that has a red star next to it is a required field that requires details to be entered.

If you click the Reset Password button, a selection box will appear where you can send an email to the user with their reset password).

Underneath the Password section, if you have access you will also see the ability to add or remove User Permissions, based on the products that you have with Cox Automotive Australia. Simply check the boxes for your Users access levels to these products.

Once the User update is finalised, click the Save Changes button in the bottom-right corner to save the changes.

Add User

If you click on the Add User button in the left-hand side menu, or from the top-right corner of the View Users page, you need to enter the details for the new user including:

• First Name
• Last Name
• Username
• Email Address
• Phone Number
• Job Title
• Password (You cannot enter this, it will be automatically generated and sent to the new user via an email)
• Copy Permissions From – This gives you a drop down list of all of your Active Users, so that you can ensure that your new user has the appropriate access to the tools within the Dashboard.
• User Permissions – If you are not copying permissions from another User, check the boxes for the access level to the products shown this User will require.

Note: First and Last name, Username and Email address are required fields.

Inactive User

On the View Users page, there is a drop-down to select either Active Users (default) or Inactive Users. On the Inactive Users page, you will be able to see all Users that are Inactive.

On this screen, you have the option of clicking the Edit button to go to the Edit User page and changing the user’s status to Active.