How do I add new users?

Create logins and passwords for your staff

• Click “Add New User” from the Admin menu
  
  

• Select whether this staff member is a technician or service advisor.
  • Add names
  • Add an email address
    • This is NOT for communication with clients but is for login activation and changes.
    • Note:  You can force activate an account as an administrator, to accelerate the process  a faux email can be entered.
  • Create the password
    • Minimum of 8 characters
  • The initial password can be uniform across all users and each individual can update to their own password later.
  • Click > Create

You will now be brought automatically to the manage users screen.

Each of the four icons have actions associated, mouse-over for details.

• The pencil icon is for editing the users information
• The padlock icon is for changing a users password
• The power button allows the administrator to activate or suspend a login
• The trash can allows you to delete the user.

Multiple SMS integrations include SMS User Mapping

• To map users, click the blue pencil icon
• Add the SMS user name as it appears in your SMS.
  • Talk to your Autoflow rep if you need clarification on this criteria
• Once mapped, your techs and SA’s will be assigned automatically to match how they are assigned in your shop management software.
  
  

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