Thank you for choosing the Dealer Grid. To finish onboarding, you will want to do the following:
- Finish adding users
- Set up your integration with Vauto or Homenet
This document will cover the details of each. We look forward to getting you set up!
Adding Users
What is a User and who can add Users?
Within The Dealer Grid (TDG), a “User” is a term used to describe a person using TDG. Each User will have a Role. The Role of a User may be a Manager, a Salesperson, or other. Once a Dealership is created, a User can be created and associated with that Dealership. You will be able to do this as a TDG admin through your login. When the organization is set up, the administrators will be able to add Users as well, at their level or lower.
How can I add a User to an Organization/Dealership?
To add a User to an Organization, follow these steps:
Log into The Dealer Grid’s admin portal.
Open the “Users” section from the top menu.
Click the “+ New” button to open the User information form and fill it out.
What do the fields in the User information form mean?
What is a User Role?
A Role is the position that the User has within his/her Organization. The role that is selected for a User will determine his/her permissions within TDG. For instance, Users will be able to add other Users at or below their own level.
Role Options
Super Admin
Enterprise Admin
Network Admin
General Manager
Manager
Billing/Accounting
Sales
Wholesale
Do I need to enter an Enterprise or Network for every User?
If the User works at a standalone Dealership, you will need to leave the Enterprise and Network fields set to “None”. If the User works at a Dealership within a Network and/or an Enterprise, you will need to add this information in the appropriate fields.
If the Enterprise and/or Network fields are selected, the parent admins will see these as an option when adding Users. For instance, an Enterprise Admin will see the “Network” option when creating a User.
Personal Information
The fields in this section should reflect the User’s business information. The email and cell phone information should be the business information, not personal information. For instance, if John Doe has a personal johndoe@gmail.com email address and a john.doe@thebestdealership.com business email address, the business email address should be used.
Notifications
Each User will receive notifications from The Dealer Grid according to the settings entered here. You can adjust to the User’s preferences or in coordination with his/her position requirements.
No alerts before/after - Choose a range of time in which the User will receive notifications from TDG.
Dealer Notifier: User has Dealer-wide Notifications
Wishlist Match - If a customer or Dealership adds items to a wishlist, the User can receive a notification when a matching vehicle becomes available. You can choose whether the User receives text message notifications, email notifications, both, or neither.
Days to Receive Notifications - Choose the days in which the User will receive notifications from TDG.
The other doc mentions timezone. I assumed this would be needed in order to match the notification schedule. However, I don’t see this as an option for the User. I’m assuming this is taken care of because it is chosen at the Dealership level. Is that right?
How to delete a User
If you need to delete a User for any reason, this can be done following these instructions:
Log into The Dealer Grid’s admin portal.
Open the “Users” section from the top menu.
Search or scroll through the list of Users until you find the User profile/account you’d like to delete. Click on the User’s name to open their profile/account settings via the “Edit User” form.
Ensure that this is the User profile/account that you would like to delete. Please be very careful, as this cannot be undone and ….
Scroll to the bottom of the form and select “Delete User”. You will see a warning dialog appear asking you to confirm the deletion of this User. Select “Delete”.
Finish Setting up your integration
During your onboarding, you received an email from us asking for some information so that we can contact your integration specialist and confirm your credentials. If you did not receive this email, please send an email to support@thedealergrid.com with the following information. We will open a dialogue directly with vAuto or Homenet with the contact provided as a CC asking for final confirmation that we can pull your inventory into The Dealer Grid.
Dealership name:
Address:
Phone number:
Requesting dealer contact/admin: