Adding New Users

KB Article #8082

BookLink Admin users can add as many additional users as required for your dealership. These accounts are managed in the Contacts menu option.

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To create a new user account:

1. Click Contacts from the Profile menu option.
   
2. Click Create contact.
   
3. Type the user's email address in the provided field.
   
   
   1. Each user must have a unique email address. It cannot be shared across users.
4. Type the user's First name and Last name.
5. Enter the user's telephone number in the Work phone field.
   1. Mobile phone field is optional.
6. Choose the appropriate Role from the drop-down menu.
   
   
   1. Standard (Default): User can handle new bookings, but cannot make system settings changes (RECOMMENDED).
   2. Admin: User can set pricing, manage user accounts, and control diary availability.
7. Once all the information has been filled in, click Create.
8. The new user will need to follow the process of logging in for the first time to obtain a password. (Click here for instructions.)