How do I add new users?

Your First Objective

Create logins and passwords for your staff

  • Click “Add New User” from the Admin menu
  • Select whether this staff member is a technician or service advisor.
    • Add names
    • Add an email address
      • This is NOT for communication with clients but is for login activation and changes.
      • Note:  You can force activate an account as an administrator, to accelerate the process  a faux email can be entered.
    • Create the password
      • Minimum of 8 characters
    • The initial password can be uniform across all users and each individual can update to their own password later.
    • Click > Create

You will now be brought automatically to the manage users screen.

Each of the four multi-color icons are buttons

  • The blue pencil icon is for editing the users information
  • The blue padlock icon is for changing a users password
  • The power button allows the administrator to activate or suspend a login (Button is red or green depending on status)
  • The red trash can, of course, allows you to delete the user.

Multiple SMS integrations include SMS User Maping

  • To map users, click the blue pencil icon
  • Add the SMS user name as it appears in your SMS.
    • Talk to your Autotext.me rep if you need clarification on this criteria
  • Once mapped, your techs and SA’s will be assigned automatically to match how they are assigned in your shop management software.

Need additional Help or have questions?

Or contact us by using the Support menu in autotext.me