Overview
This tutorial is written for CareGARDWarranty.com (CGW) administrators. Using the CGW Admin menu, administrators can add users to CGW, find existing users, and make changes to user profiles.
Using this tutorial, you will learn how to manage users.
Manage Users
As the CGW administrator, you can add a new user to the system. You can also locate existing users and make changes to their profile.
1. Select Admin > User Management from the left navigation menu.
User Management
2. In the User Management dialog, you can add a new user or locate an existing user and make changes to the user’s profile.
User Management Dialog
Adding a New User
1. In the Add User panel of the User Management dialog, you can add a new user to CGW by clicking the Add User button. This opens the Add/Edit User panel.
Add/Edit User Dialog
|
Item |
Description |
|
User Type |
Select the user level type to assign to the user from the drop-down menu. |
|
Submit |
Click this button to submit your selection. |
|
Cancel |
Click this button to cancel this process and exit this dialog. |
2. If you selected Submit, a second Add/Edit User dialog appears. Depending on the user type selected, different fields appear. For the purposes of this example, we will add a Sales 1 (Director) user type, which includes all possible user fields:
Add/Edit User Dialog Two
|
Item |
Description |
|
User Type |
Select the user level type to assign to this user from the drop-down menu. |
|
User Name |
Enter a CGW username for this user. This will be used to identify the user in CGW. |
|
First Name |
Enter the user’s first name. |
|
Last Name |
Enter the user’s last name. |
|
CGW Producer ID |
Enter the user’s CGW producer ID. |
|
DMS Producer Number |
Enter the user’s Dealer Management System (DMS) producer number. DMS examples include Reynolds & Reynolds and Dealertrack Technologies. This will allow users to pull in your DMS information for this deal, rather than entering the information manually in CGW. |
|
Daytime Phone |
Enter the user’s daytime phone number. |
|
Cell Phone |
Enter the user’s cell phone number. |
|
Fax |
Enter the user’s fax number. |
|
Email Address |
Enter the user’s email address. |
|
Dealer Group |
Select the dealer group for which the user works. |
|
Primary Dealership |
Assign the user to a primary dealership under the dealer group. |
|
Apply Changes To |
Select one or more dealer profiles to assign to this user. |
|
Privileges
|
Next, you use the Yes/No options to assign privileges to the user. Make your selections carefully.
|
|
Submit |
Click this button to submit your changes. |
|
Cancel |
Click this button to cancel this process and exit this dialog. |
Finding a User
1. In the Find User panel of the User Management dialog, you can find existing CGW users.
Find User Panel
Item
Description
Dealer
Select the dealer to which the user is assigned.
User Type
Select the user type assigned to the user.
Last Name
If you are searching for a specific user, enter their last name. Otherwise, leave this field empty to search for more than one user.
First Name
If you are searching for a specific user, enter their first name. Otherwise, leave this field empty to search for more than one user.
Username
If you are searching for a specific user, enter their CGW username. Otherwise, leave this field empty to search for more than one user.
Activ
Select this check box to search only for active users.
Search
Click this button to execute the search.
2. CGW displays your search results and provides you with several options:
User Search Results
Item
Description
Username
To edit a user’s profile, click their user name in the Username column. This opens the Add/Edit User panel where you can make changes to the user’s profile.
Activate User
Click this button to activate the user’s account in CGW. Until they are activated, they cannot perform CGW actions.
Retire User
Click this button to retire the user’s account in CGW. You would want to use this feature if a user leaves the dealership. This feature deactivates the user account in CGW.
Reset Password
Click this button to reset a user’s CGW password.
1. In the Find User panel of the User Management dialog, you can find existing CGW users.
Find User Panel
|
Item |
Description |
|
Dealer |
Select the dealer to which the user is assigned. |
|
User Type |
Select the user type assigned to the user. |
|
Last Name |
If you are searching for a specific user, enter their last name. Otherwise, leave this field empty to search for more than one user. |
|
First Name |
If you are searching for a specific user, enter their first name. Otherwise, leave this field empty to search for more than one user. |
|
Username |
If you are searching for a specific user, enter their CGW username. Otherwise, leave this field empty to search for more than one user. |
|
Activ |
Select this check box to search only for active users. |
|
Search |
Click this button to execute the search. |
2. CGW displays your search results and provides you with several options:
User Search Results
|
Item |
Description |
|
Username |
To edit a user’s profile, click their user name in the Username column. This opens the Add/Edit User panel where you can make changes to the user’s profile. |
|
Activate User |
Click this button to activate the user’s account in CGW. Until they are activated, they cannot perform CGW actions. |
|
Retire User |
Click this button to retire the user’s account in CGW. You would want to use this feature if a user leaves the dealership. This feature deactivates the user account in CGW. |
|
Reset Password |
Click this button to reset a user’s CGW password. |