Prerequisite Permissions: Manage Store
*For a full video on adding, editing, and managing users in DriveCentric, see Manager Actions under Courses in DriveUniversity.
Step-by-Step: Add a User
Click your initials in the top-right corner.
Select Store Settings.
(If you don’t see this, you don’t have the necessary permissions.)
In the left-hand menu, click User Management.
In the top-right corner, click Add User.
Required Fields to Create a User
First Name
Last Name
Email (should be their work email)
Cell Phone Number
DMS Number (required for Sales roles if your store uses DMS integration)
Drive Alias
This enables the user to send/receive emails through DriveCentric
Format: first part of their email + your Drive domain
Example: sjobs@apple.com becomes sjobs@driveapple.com
Setting the User’s Schedule
If the user is on lead distribution based on a Work Schedule:
Click the Schedule tab.
Enter the hours the user should receive leads.
This may differ from their physical work schedule depending on After Hours distribution.
Final Step
Click Update to create the user.
The system will text them a link to the site, their username, and a temporary password.
The user must first log into the Desktop version to set a new password.
After that, they can access the Mobile App using their new credentials.
Field Breakdown
First Name / Last Name: Self-explanatory
Title: Displays on their email signature
Email: Work email address
Drive Alias: Email used in DriveCentric for outbound communication
Forward Email: Optional. Used for email notifications (mostly outdated due to mobile push notifications)
Work Phone / Cell Phone: Enter accordingly
Type: User’s role (e.g., Salesperson, Manager, BDC)
DMS: Required for Sales if your store uses DMS
Tags: Not used currently
Reset Password: Sends a new temporary password to the user’s cell phone
Team Leader: Assign if the user manages others. Also link the team members to the leader
User Status Options
Active: User can access the platform
Locked Out: Keeps account active but prevents login
Vacation: Stops new leads from being assigned
Exclude From Lists: Hides the user from dropdowns and filters
Exclude From Rotate: Prevents leads from being rotated away (if rotate rules are enabled)
Reporting Options
Exclude: Removes user from reports
Access Type: Grant access to Standard or Advanced Reporting based on permissions
DriveUniversity Courses
Need Assistance?
For assistance, reach out to your Customer Success Team using the Support Icon in the bottom-right corner of DriveCentric!