This article will guide you through the process of adding a new user in ActivateOS.
Please note that the "Admin" functionality is only available to users that are setup with "Manager" role
Step 1: Accessing the Admin Panel
1. Log in to ActivateOS.
2. In the upper right-hand corner, click on "Admin"
3. You will be redirected to the Admin Panel.
Step 2: Navigating to User Management
1. In the Admin Panel, locate and click on "User Management."
Step 3: Adding User Information
1. On the User Management page, fill out the required information for the new user.
2. First name, last name and email. Mobile phone, office phone, Employee ID Number are optional.
Step 4: Assign User Role
1. Scroll down to the "Role" field
2. Choose the appropriate role for the user.
Standard Roles Assigned:
Manager - Full access and admin privileges
Service and Sales - Full dealer capabilities, no admin access
Service Technician - Limited role primarily for those completing inspections
Parts Counter Staff - Creating simple opportunities by parts staff
Report Viewer - Limited role primarily for those needing access to inspection and opportunities report data directly in the system
Step 5: Assign Branch
1. Assign the user to a specific branch or you can give user access to all branches.
Step 6: Create a Password
1. Provide a temporary password.
2. Click on "Create and Return" to create the new user.
Congratulations! You have successfully added a new user in ActivateOS. The user will now be able to access the system with the assigned role and branch.