The Admin right is required to create user accounts as well as assign the appropriate dealers to the users. Therefore, the first user of Dealer Portal must have the Admin access right. 

The first user must be created in Annata D365, whereby the sign in credentials will be shared to the dealer portal Admin user manually.  

Integration between Dealer Portal and Annata D365: 

Firstly, email invites are sent to prospective Dealer Portal users. Accepting the invitation will trigger an event that will create a user account for the user in Annata D365. Once a user account is successfully created in Annata D365, the Dealer Portal administrator can start creating a user account in Dealer Portal as well as assign the appropriate role and dealership to the user. 


When a user account is successfully created in Dealer Portal, a member will be created in Annata D365. When that user is assigned to a dealer, a dealer-member will record will be created in Annata D365 with a unique context token. The access token can be used for accessing Annata D365 services. 

This module lets you do the following: 

  • View all user accounts. 
  • Add a user account. 
  • Edit user roles.



View user accounts

Once saved, a user account will be available in the Dealer Portal from Dealer Settings. The list includes all successfully created user accounts. 

From the list, you can do the following:

  • View the basic information of a user. You can sort the order of each information at the respective header. 
  • Add a user account.
  • Delete a user account. 

Note: Only users with Admin rights can delete a user account. 

Add a user account

Note: You need the Admin access to do this operation.  



Assign a dealer to a user account

Note: You need the following to perform the operation:
  • Admin access.  
  • Access to the particular dealer account. 

Edit user security roles

User roles allow the restriction of users to certain modules in Dealer The following is a list of security roles:

Roles

Permission

Parts manager

Create parts order

View parts order

View and download invoice

Parts advisor

View parts order

View and download invoice

Device Manager

Create device order

View device order

View and download device invoice

Device advisor

View device order

View and download device invoice

warranty manager

Create warranty claim

View warranty claim

Service Manager

Access to all the modules which are under the Service modules

system user

By default, this role will be assigned if no roles were assigned by the admin.
The user will be able to sign-in but access to all modules is restricted.

Admin

Access to everything


Note: You need the Admin access to edit user security roles.