Inviting your team and organizing access

Strong access design prevents mistakes, speeds onboarding, and keeps customer data in the right hands. Use this checklist whenever you add a new department or branch.

Before you invite

Decide which modules each group needs—CRM, deal desk, inventory and stock, service and workshop, marketing, or reporting. Most teams start narrow and expand after go-live.

Sending invitations

From administration settings, invite users by email. They receive a secure link, set a password, and land directly in the correct realm.

Roles and responsibilities

Map roles to job functions: executives see dealership KPIs, sales agents work pipelines, service advisors manage work orders, accountants handle billing. Document your matrix so future hires are consistent.

Auditing access

Quarterly, review dormant accounts and elevated roles. Remove leavers promptly and rotate integration credentials when vendors change.

Related tutorials

Pair this guide with the getting-started tutorial for a full first-week playbook.