Tips for managing users

A short collection of practical tips to help you keep your team's access secure and up to date in your Admin portal.

Run regular access reviews

Periodically review the Users list to ensure only active employees have access to your portal. Remove staff who have left the organisation promptly — this protects your data and prevents unauthorised logins.

Use the minimum role for the job

Always assign the minimum role a user needs to do their job. Avoid granting Dealer Administrator access unless it is genuinely required, as it gives the ability to edit organisation details, manage privacy policies, and invite users. See User roles explained for a full breakdown of what each role can do.

Check login activity before raising tickets

If a user reports that they cannot access the system, check their login activity before raising a support request. The login history shows whether their attempts are failing and often includes detail that pinpoints the cause. See Viewing login activity for how to access this.

Use bulk invitations

When onboarding several users at once, use the + Add user button in the Invite Users panel to add multiple email addresses in a single invitation. All recipients receive the same role and organisation access, so group users by role when sending bulk invites.

Take care with multi-organisation access

If your account spans multiple sub-organisations or dealer groups, take care to select the correct organisations when inviting a user. Users can only see data for the organisations they have been granted access to, so missing an organisation at invite time will require a follow-up update.