Team

The team section lists everyone who can sign in to the dealership. It also holds the invitations that are still open.

Requirements: Every team member may open Team and read the member list. Other actions need a role.

The number of team members is limited by the plan. Invitations stop when the limit is reached.

Invite a team memberCopy Anchor Link

1. Open Settings and select Team.
2. Select Invite Member.
3. Enter the address in Email.
4. Select a Role, either Manager or Staff. A line below the field describes the role.
5. Select Create Invitation.

The dialog Invite Created appears. The dashboard sends an invitation by email. The field Invite link holds a copy of the same link, and the copy button next to it copies it. The link works once.

The invited person opens the link, signs in or signs up, and selects Join followed by the name of the dealership.

Copy or cancel an invitationCopy Anchor Link

The card Pending invitations lists each open invitation with the address, the role and the remaining time. Managers and the owner see this card.

1. Select Copy link to copy the invitation link.
2. Select Cancel to withdraw the invitation. The message The invitation has been cancelled. appears.

An invitation that has expired shows the text Expired.

Change the role of a memberCopy Anchor Link

1. In the card Members, open the role selector of the member.
2. Select Manager or Staff.

The message The role has been updated. appears. The member receives a notification about the change.

Remove a memberCopy Anchor Link

1. Select the remove button in the row of the member.
2. Read the confirmation, which names the member.
3. Select Remove from team.

The member loses access immediately. Restoring access requires a new invitation.

Seat allowanceCopy Anchor Link

The card Members shows a ring with the count of members plus pending invitations against the plan limit, for example 2 / 3. Point to the ring to open the card Team Members. It lists Members, Pending and Plan limit.

The ring does not appear on a plan without a member limit. When the limit is reached, Invite Member is disabled. The owner sees a Change Plan button in the card that opens Billing.

NotesCopy Anchor Link

• The dealership has one owner, the person who created it. The role of the owner cannot change and the owner cannot be removed.
• Nobody can change their own role or remove themselves. Those controls do not appear in the own row, which carries the label Current user.
• A pending invitation counts toward the limit until it is accepted, cancelled or expired.
• An address that already belongs to a dealership cannot receive an invitation. The message "That person already belongs to a dealership" appears.
• Each account belongs to one dealership at most.
• The roles of the legend below the list are Owner, Manager and Staff. The legend describes the owner as owning the dealership, the manager as managing staff and daily operations, and staff as carrying out assigned work.
• The owner can adjust what managers and staff may do in Permissions.