The purpose of this article is to explain the steps to create a Receptionist user role.
Note: All new users will be required to verify their email address before activating their account profile. Refer to this article for more information about this requirement:
From the menu navigation bars, select Admin, then Users.
Select Add User.
Enter Personal Details.
Enter Role Details: Select Receptionist from the drop-down selection box.
Select Dealership Assignment: Receptionists can be assigned to multiple dealerships.
Show Status Updates
Receptionists can update the status of appointments on the day the appointment is scheduled to occur. This feature must first be enabled to permit Receptionist users the access to updating appointment Shows.
To turn ON this feature, locate the "Can update appointment SHOWED status" toggle located to the right of the Role Details.
Click on the toggle to turn ON or OFF this feature.
Account Details: Enter Username and Password.
Note: "Force change password on next user login" is enabled by default.
Select Save to create the user.