General Settings
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      Managing Users in the AutoOps Dashboard

      Note: AutoOps and Steer Users are not currently shared; you will need to add the user to both platforms if utilizing both Steer and AutoOps platforms.

      Access the User Page

      • Navigate to the Users page.

      • View a list of all current users and their roles.

         

      Adding a New User

      • Enter the new user’s email address (e.g., test@gmail.com).

      • Select their role from the available options, choose one or multiple roles to create custom views for your employees:

        • Owner - Can access and control everything.

        • Appointments - Can access everything in the Appointments and Calendar section.

        • Leads - Can access everything in the Leads section.

        • Marketing Links - Can access everything in the Marketing Links section.

        • Notifications - Can access everything in the Notifications section.

        • Voicemails - Can access everything in the Voicemails section.

        • Shop Details - Can access everything in General Settings.

        • Scheduling Tool - Can access everything in Scheduling Tool Settings.

        • Availability -Can access everything in Availability Settings

      • Send an Invitation

        • The invitation will include instructions to set up their account and create a password.

       

      Editing or Deleting Users

      • Edit user roles at any time by selecting the pencil icon next to their account.

      • Remove users by selecting the trash icon next to their account. This will revoke their access.

      • Resend invitation emails manually by selecting the send icon next to their account.

       

      Need Assistance?

      • If you have any questions or run into issues, you can reach out via:

        • Email: hello@AutoOps.com

        • Support: Click on the support button in your dashboard for further help.