Team Management

Add team members to collaborate on your dealership operations.

Accessing Team Settings

1. Navigate to Settings
2. Select Team

Roles

DealerSpot has three role levels:

Role Permissions

Team Limits

Team size is limited by your plan:

The owner counts toward this limit.

Inviting Team Members

1. Navigate to Settings > Team
2. Click Invite Member
3. Enter their details:
   • Email address
   • Name
   • Role (Admin or Member)
4. Click Send Invitation

Invitation Process

1. Member receives email invitation
2. They click the invitation link
3. They create an account (or sign in)
4. They join your dealership

Pending Invitations

View and manage pending invitations:

• See who hasn't accepted yet
• Resend invitations
• Revoke invitations

Managing Team Members

Changing Roles

1. Click on a team member
2. Select a new role
3. Save changes

You cannot demote yourself if you're the only owner.

Removing Members

1. Click on a team member
2. Click Remove
3. Confirm removal

Removed members:

• Lose access immediately
• Cannot see dealership data
• Can be re-invited later

Transferring Ownership

To transfer ownership:

1. Promote another member to Owner
2. They become a co-owner
3. You can then be demoted to Admin

There must always be at least one Owner.

Team Activity

Team members' actions are tracked:

• Who created/edited records
• Transaction history
• Login activity

View activity in the related record's history.

Best Practices

Role Assignment

• Owners: Business principals, decision makers
• Admins: Managers, senior staff
• Members: Sales staff, support team

Security

• Regularly review team membership
• Remove former employees promptly
• Use appropriate role levels
• Don't share accounts

Onboarding

When adding new team members:

1. Send invitation
2. Provide initial training
3. Start with Member role
4. Upgrade role as needed

Troubleshooting

Invitation Not Received

• Check spam folder
• Verify email address
• Resend invitation
• Contact support if issues persist

Cannot Accept Invitation

• Ensure using the correct email
• Invitation may have expired (resend it)
• May already be a member

Cannot Remove Member

• Cannot remove yourself
• Cannot remove the only Owner
• May need Owner permissions

Next Steps