Getting Started
How to invite a staff member
Add a new user to your dealership or organization and assign the right role.
Invite colleagues to the DealerAI portal so they can join conversations, work leads, and manage your AI configuration. Only Admins and Org Admins can invite new users.
Invite a user
Go to Settings → Users (or Organizations → Users if you manage multiple stores).
Click Invite User.
Enter the user's email address and full name.
Choose the Role that matches their responsibilities (see role guide below).
If you manage multiple dealerships, select which stores the user can access.
Click Send Invite.
The user will receive an email with a link to set their password and sign in for the first time.
Choose the right role
| Role | Best for | Key access |
|---|---|---|
| Admin | DealerAI account owner | Full access including billing, organizations, and all settings |
| Org Admin | General manager across multiple stores | All stores in the organization, no billing |
| User | Sales, BDC, and service staff | Conversations, leads, appointments, contacts, inventory |
| Onboarder | Setup specialist | Settings, knowledge base, agents (limited day-to-day access) |
Pick the most restrictive role that still lets the person do their job. Roles can always be upgraded later.
Resend or revoke an invite
If the user didn't receive the invite or their link expired:
Open Settings → Users.
Find the pending invite in the list.
Click Resend to send a fresh email, or Revoke to cancel the invite.
Remove a user
Open Settings → Users.
Find the user, click the menu (⋮) on their row, and choose Remove.
Confirm the removal.
Removed users immediately lose access to the portal. Conversations they handled remain in your records.