User management in Auto Integrate requires you to have the ‘Shop Admin’ role. If you and no other employee have this role – please contact us from your shop’s main telephone number on: (833)-231-6181 and select option 9 to speak to our support team.
HOW TO
NAVIGATE
To navigate to the User admin page. Simply hover over ‘Administration’ and then click ‘Users’.
EDITING
USER’S DETAILS
Here you can see all the Users associated with your store – they will either be identified as active or inactive, an inactive User will no longer be able to sign into AI. If you wish to edit a user – simply click the Pencil icon to the right hand side of the corresponding User.
SET
USER DETAILS
In this window you able to edit any of the displayed information of the user. To edit a field, simply click in the relevant box and type in the required changes.
SET
USER ROLES
The roles of a User can also be changed by selecting the ‘Roles’ tab. Here you can add or remove a User’s roles by clicking on the required role and moving it with the arrows between ‘Selected’ and ‘Not Selected’. Once you are happy with your changes – press ‘Save’.
Role Name
Permissions
Shop Admin
User admin, Edit Shop Details, Notifications and Alerts
Shop Technician
Edit, Create and View Repair Orders
CREATE
NEW USER
To create a new User at your store, press the ‘Add New User’ button from the ‘Users’ screen and fill out the required information. Remember to add the correct roles to the User by clicking on the ‘Roles’ tab. Once complete, press ‘Save’. The User’s details will then be sent to the email linked to the account along with a link to sign in and create a password.
SEND
USER DETAILS
From the ‘Users’ screen, you can also send ‘Username Reminders’, ‘Password Resets’ and ‘User Guides’ through to the email linked with the account. You can do this by clicking on the required icon to the right hand side of the relevant User.
NEED
MORE HELP?
Use our User Guide to have an overview of the system or contact our support team
Enter the username or e-mail you used in your profile. A password reset link will be sent to you by email.
Manage Consent
To provide the best experiences, we use technologies like cookies to store and/or access device information, monitor and record activities on our site, and assist in marketing activities. Consenting to these technologies will allow us to process data such as browsing behaviour or unique IDs on this site. Not consenting or withdrawing consent, may adversely affect certain features and functions.
Functional
Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes.The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
To provide the best experiences, we use technologies like cookies to store and/or access device information. Consenting to these technologies will allow us to process data such as browsing behaviour or unique IDs on this site. Not consenting or withdrawing consent, may adversely affect certain features and functions.
Functional
Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes.The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
