Employee Management
Last updated
Last updated
From the management portal navigation, select "Manage Employees". This will take you to a page that shows a list of all employees of the dealer that is set as your current dealer.
You are able to search and filter this list. You are also able to see helpful information such as when the user logged in last, what account type they have and whether or not their account is active or inactive.
To navigate to the individual management page for a particular employee, click on the "Manage" link on the far right of the table.
On the individual employee management page, you will find several sections for managing various aspects of an employee's account.
In the profile section, you are able to update an employee's first name, last name and email address.
Please note that if the employee is a general manager of a dealer, you will NOT be able to update their email address.
In the account section, you are able to update the employee's account type.
In the dealers section, you are able to see a list of all the dealer's an employee is associated with, if that dealer is their primary dealer and/or their current dealer, as well as what their role is on the dealer.
You also have an option of removing an employee from a dealer if needed.
If the employee is associated with teams, you will see a teams section. In the teams section, you are able to see a list of all the team's a user is associated with, if that dealer is their primary dealer and/or current dealer, as well as what their role is on the team.
You are also have the option of removing the employee from a team if needed.
In the delete user section, you are able to deactivate a user account. Only Bakcou admins (super-admins) are able to deactivate any user account. Dealer admins (admins) are able to deactivate the user accounts of Dealer employee (dealer) users only.
Before deactivating a user's account, you must first remove them from any dealers or teams they are associated with.
To create a new employee, click on the "Create New Employee" button on the all employees page.
As part of new employee creation, you will be asked to assign the employee to a dealer and give them a role on that dealer. The role is intended to be a helpful label and doesn't affect what the employee can or can't do in the app. Instead, the account type of the employee is what will determine their level of access in the app.
There are three account types in the Bakcou Dealer Portal.
Bakcou admin (super-admin)
Bakcou admins have full access to create, view, update or delete anything in the application.
Dealer admin (admin)
Dealer admins have access to create, view, update, and delete users of the application. They also have access to view and update information about teams and dealers.
Dealer employee (dealer)
Dealer employees have access to view and download marketing materials. They also have full access to the shopping features of the application.
Please take care in choosing the account type that you give a new employee. This will determine what they will and will not have access to in the app and you want to be sure to give them the right one.
Upon new employee creation, the new employee will be notified via email of their new user account in the Bakcou Dealer Portal. This email will be sent to the email address you provided during their account creation.
Please let the employee know that they will receive this email. They will need to follow the password reset process as explained in that email before they will be able to log into the application.
