Admin Tools- Create/Deactivate/Reactivate Users

customertrax 3. Administration

Create a New User

  1. Log into Admin Tools
  2. Click on the [+] symbol on the right hand side
  3. Click create new user
  4. Click the Profile tab
    1. Fill in the Required Fields
      • LoginID
      • Password
        • If the user should reset the password upon first login, go to the security tab and select, “Force Reset Password”
      • First Name
      • Last Name
    2. Add additional fields
      • Email
      • Record Manager Type
      • Salesperson #- choose from a drop down list of all salespersons in the business system.  JDIS dealers will have a text box.
      • Deer RACF ID
      • Branch/Location- choose from a drop down of all possible locations
      • Exchange Sync Email (primary)
      • Default Quote Lead Dealer Account (full users only)
      • Default Quote Location (full users only)
  5. Select the security tab

    1. Choose the License Type
    2. If the user requires a mobile license select the checkbox next to that field
    3. Verify the status is set as active
  6. Select Save

Deactivate/Reactivate Users

  1. Login to Admin Tools
  2. If you have an active user list pinned you can easily adjust that search to allow for inactive users to quickly reactivate the user
    1. Adjust your search to include “Disabled” if looking to reactivate an old user”

  3. Locate the user
    1. Filter by First name/ Last name
    2. Use the search field in the top right corner
  4.  Click on the user to open the file
  5. Select the security tab
  6. Click on the users current Status to change the users status
  7. Select Save