Note: This article refers to actions only accessible by Truck Pros with Sales Manager access.
Overview
Properly adding new Truck Pros is crucial for maintaining effective operations within your dealership. The process involves entering the relevant details of the new Truck Pro into the system and configuring their permissions to align with their specific roles and responsibilities. By assigning the appropriate access levels, you ensure that the new Truck Pro can fully utilize the site’s features while safeguarding sensitive information and maintaining data security. It’s important to review and confirm these permissions periodically to adapt to any changes in roles or responsibilities within the team.
In this article, we will cover the step-by-step process for adding a new Truck Pro, including how to input their information and set their permissions. After reading this guide, you will be equipped to efficiently add new users and confirm that their access aligns with their responsibilities, ensuring smooth operations within your team.
Step-by Step Instructions
To add a new Truck Pro, follow these steps to navigate to your Truck Pro Management page, input their details, and configure the necessary permissions for effective account access.
Navigate to Truck Pro Management. Log in to your account and open the Tools menu. From there, click on Truck Pro Management. This is the page where you can view and manage current Truck Pro users.
Click on the "New Truck Pro" button, which will be located on the right side of the screen. This will open a form where you can enter the necessary details for the new Truck Pro.
Enter User Details and Configure Permissions. Fill in all the relevant information for the new Truck Pro:
Section A: Provide personal information such as their email, first and last name, phone number and a password.
The new Truck Pro can change their password later, if desired.
Section B: Designate Permissions and Lead Rotation Details:
Checkboxes are available to signify whether or not the new Truck Pro will be actively in rotation, if you want them to receive text notifications for leads and if you would like them to be CC’d on incoming leads that aren’t assigned to them.
Specify their permission level(s) based on their role and responsibilities. If needed refer to our Truck Pro Permission Levels article for a refresher on permission levels.
Section C: Set Availability hours for Lead Rotation schedule (if necessary):
Modify their availability according to your dealership's operating hours and schedule.
Create the Account:
Click “Create” when you have completed all fields and adjustments.
You also have a second option to “Create and Send Welcome Email,” which will allow you to add the new Truck Pro to the site and send them a welcome email that includes the login page for your site as well as their username and a link to reset their password.
Recommended Articles to Explore
Now that you know how to add a Truck Pro, we recommend reviewing the articles below to deepen your understanding of how to manage Truck Pro profiles. These resources will guide you through making modifications to permission levels, rotation settings, text notifications, and more, ensuring you have full control over your team’s settings and communication preferences.
Modifying Truck Pro Access and Permission Levels
Additional Permissions and Settings
Modifying General Profile Details
Conclusion
Adding a new Truck Pro is a critical process that ensures team members have the access they need to perform their roles effectively. By following the outlined steps for entering user details and assigning appropriate permissions, you can facilitate smooth onboarding and maintain security across your team. Regularly updating user information and permissions as roles evolve is vital for optimizing performance and fostering collaboration. Properly managing user access not only supports individual productivity but also contributes to the dealership’s success as a whole.
For more information or assistance with any questions or issues, please contact your Customer Success Manager or go to: https://www.worktrucksolutions.com/contact-us.