This step is where you set up your team. Start with anyone who already has a DriveCentric login at another store in your group, pull them in directly by name or store.
Then add your new staff right into the grid. For each person, you will need their name, position, work email, cell number, DMS employee number, and user type. This is also where you will choose their permission group, Sales, BDC, Finance, Service, Management, or Admin, based on what they actually need to see day to day.
Before you confirm, review everyone in the new user list one more time. On the review screen, check the box next to anyone who should get into DriveCentric right away so they can start training. Once we review your wizard submission, everyone you checked gets their login sent straight to their phone by text. Anyone left unchecked is still added to the system, you can turn on their access anytime later from User Management.
Additional Resources: