Set a Default Service Advisor

Set a service advisor as a default for a user.

Rebecca Castro avatar
Written by Rebecca Castro
Updated over a week ago
  • Click on "Administration".

  • Click on the "Shop" tile.

  • Select the "Settings" tab.

  • Check the box for "Default Service Advisor".

  • Click "Save" to continue.

  • Click on "Administration".

  • Click the "User and Role Management" tile.

  • Click the Actions Menu (...) for the desired User.

  • Select "View User".

  • Click the "Default Service Advisor" drop down menu.

  • Select the desired Service Advisor.

  • Click "Save" to finish.

The Service Advisor will now auto populate here.

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