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Dealer User Onboarding Guide

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Written by AT Ops
Updated over 2 months ago

This guide outlines the process for onboarding a new dealer user in the TerraWise platform. After a dealer tenant is created, an operations user can add dealer users. These dealer users can subsequently create and manage additional users and assign roles as needed.

How to Create a Dealer User

Step 1: Access the Dealer Admin Dashboard

Navigate to the Dealer Admin Dashboard and click the Add button to begin adding a new dealer user.

Dealer Admin Dashboard

Step 2: Enter User Details

Fill in the required information, including: - First Name - Last Name - Email Address - Phone Number - Role

Once all details are entered, click Save.

Dealer Admin Dashboard

Step 3: Email Confirmation

A confirmation email will be sent to the provided email address. The new user must follow the link in the email to confirm their account.

Dealer Admin Dashboard

Step 4: Set Password

Upon opening the confirmation link, the user will be prompted to enter a temporary password (provided in the email) and set a new password. Click Save Password to proceed.

Dealer Admin Dashboard

Step 5: Complete Onboarding

After successfully setting the password, the account will be activated. The user can now log in with their credentials.

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