Add a new user

Adding someone takes four steps and they get an email invitation at the end.

Before you start

Go to Administrative → User Management and look for the Add User button.

If you don’t see it, contact DealerWorks Support and we’ll add the person for you.

The four steps

1. Select User Type — choose standard.
   Standard is right for everyone who works at your dealership. See Which user type should I pick?.
2. User Information — email address, first and last name.
   The email address becomes their username, so use the one they actually check. Add their DMS User ID if they have one. A Terminal PIN is generated for them automatically — you can press Regenerate for a different one. Pick a Default Landing Page: Payment Process, Dashboard, or Transaction List.
3. Set Permissions — tick what they need.
   At minimum, the departments they work in and the payment types they’ll take. Each group has a Select All. You can change any of this later.
4. Send Invitation — usually Send Immediately.
   Choose Schedule for Later if you’re setting up a lot of people ahead of an install date and don’t want the invitations landing yet.

What the new person gets

An email invitation. They set their own password from it — nobody sends them one.

Related: Users and logins — start here · Which user type should I pick? · Change what someone can do