To manage users in AutoRaptor, you must have Admin permissions or higher. This guide explains how to add, suspend, and delete users.
Adding a New User
-
Access the Users Tab
-
Click your name in the upper-right corner of the screen and select Users.
-
On the Users tab, click the Add a New User button.
Enter User Information
-
Fill out the new user's name and email address (used for login).
-
Assign the dealership(s) they should have access to.
-
Set the user's permission level.
- Send the Welcome Email
- After adding the user, AutoRaptor will send them a "Welcome to AutoRaptor" email with a link to set up their password.
- Add the User to Round Robin (If Applicable)
- If your dealership uses Round Robin for e-lead distribution, add the new user to the Round Robin settings.
- Click here for instructions on adding users to Round Robin.
Suspending or Deleting a User
Suspending a User (Optional)
-
Navigate to the Users tab and select the user you wish to suspend.
-
Check the box labeled Temporarily suspend this user and prevent them from accessing AutoRaptor.
-
Click Save Changes to complete the suspension.
Note: Suspending a user is useful when you need to lock their account temporarily while reassigning their Up Sheets (see Step 2 below).
Reassigning Up Sheets
-
From the Users tab, select the suspended user.
-
On the right-hand side, locate the count of Up Sheets assigned to the user, categorized by dealership.
Click the Reassign link next to each dealership to transfer the Up Sheets to another user.
Note: If the user has Up Sheets at multiple dealerships, repeat this process for each dealership. A progress bar will display the reassignment status, which may take a few minutes if there are many Up Sheets.
Deleting the User
-
Once all Up Sheets are reassigned, return to the Users tab and select the user.
-
Click the Delete User button on the right-hand side to permanently remove the user.
