Team Access
Invite staff, choose roles, and assign dealership locations.
Open Settings > General to invite people and manage your team.
Choose the right role
DealerSpot has three roles:
| Role | Best for |
|---|---|
| Owner | The protected dealership owner with access to all locations |
| Admin | Managers who need team, settings, plan, reports, and AI access |
| Member | Staff who work in selected dealership locations |
Owners and Admins can invite people as an Admin or Member. You cannot invite another Owner.
Owner access is protected
The Owner cannot be removed, changed to another role, or limited to selected branches from the team page.
Invite someone
- Open Settings.
- Stay on General.
- Choose Invite.
- Enter the person's email address.
- Choose Admin or Member.
- Choose the branches a Member should use.
- Send the invitation.
The invitation expires after seven days. If no branches are selected, a Member receives all branches that are active when they accept.
Assign branches
Admins and the Owner can use every branch. A Member should have only the branches needed for their work.
To change a Member's branches:
- Find the person on the team list.
- Open the Branches selector.
- Select every branch they should keep.
- Check the branch names shown on their row.
Keep at least one branch selected
An active Member needs at least one branch. An empty selection removes their branch access. When you add a location later, update the Members who should use it.
Calendar is shared across the dealership
Branch assignments do not limit Calendar events. Use event assignments to show who is responsible for the work.
Check team limits
| Plan | Active team members |
|---|---|
| Standard | 3 |
| Professional | 5 |
The Owner counts as a team member. Pending invitations appear separately. When inviting several people, check the team list as invitations are accepted and revoke any invitations you no longer need.
Manage invitations
For a pending invitation, you can:
- Copy the invitation link
- Resend the invitation
- Revoke the invitation
Resending gives the person a new seven-day period to accept. If you used the wrong email address, revoke the invitation and create a new one.
Change a role
Use the role selector beside a team member to switch between Admin and Member. You cannot change your own role from the team page.
Admins can manage the team and settings, review plan use, see reports, use AI settings, and work across all branches. Use Member when a person needs day-to-day access only.
Remove someone
Open the person's row menu and choose the delete action. You cannot remove yourself or the Owner.
Removing a person ends their dealership access. Their earlier notes, assignments, and activity stay with the dealership records.
Team checklist
- Confirm each person's email address.
- Use Member unless they need dealership-wide settings.
- Choose only the branches they work in.
- Review transaction and Calendar assignments.
- Remove access when someone leaves.
- Give each person their own account.