Dealer Information - Help Document

This option allows you to maintain and control the information about your dealership. You can maintain your primary extranet Password, how we send you reports and documents, your primary contact information, and add or maintain additional users and their passwords.

To maintain your Primary Password, you must enter it twice to make sure you are keying it correctly. The password is not visible as you are keying it. This prevents others from seeing it as you are entering it. If you forget your password you may email us after which you will receive a return call or email from customer service with your correct password.

The Report Delivery table input allows you to enter the method you would like to receive reports. Certain reports have been coded to automatically be sent by a default method or by the dealers choice. The method of delivery selection has been set up by Report grouping. An example of this is invoices, credits, and debits will be sent by either the default or by the specific Finance Group selection. For any of the groups you can click on the delivery method and use the default fax or email. You can also enter a different number or email for that group. The rule would be to not enter the fax or email if it is the same as the default.

The Contact Information should be maintained as it changes. Make sure you maintain it as timely as possible. This information allows us to contact the appropriate individual depending on the issue.

The Additional User Security table allows you to add individuals, departments, or groups and assign them passwords that they can use to access your dealer extranet. Enter the appropriate name password and (optional) email address. There is room to add up to five additional users at a time. Enter five, update and return to the option to be able to add another five. We do this to keep the displayed page as compact as possible. The password is visible on this screen. The reason for this is, the primary user is the only one that can maintain and view the information. If one of your users forgets their password, they must come to you to receive it again. Our customer service people do not have access to user passwords you setup. Passwords should be from 4 to 10 characters long. The additional users signon using the same UserId (dealer number) as the primary user. The password they use is the one that you assigned to them.

When you have additional Users assigned, you have the option to apply restricted access to certain options. The options are those that we have determined may need to be controlled. They include order entry, Warranty Claim entry, Outstanding Invoices (payments), Returns, Partner Plus Rebates, and others that we have determined (or have received requests for) that need possible restricted access. When you add a new user, they will default to have access to all options. To apply any restrictions, you will enter the option you want to apply the restrictions for. At the bottom of the page display there should be a button called "Security". The button will only appear if you have assigned additional users. After clicking on the Security button, you will be able to assign authority to users. Only the Primary user/password can assign authority.

Glossary
URL = Universal Resource Link, WWW = World Wide Web, HTTP = Hyper Text Transmission Protocal, HTTPS = Hyper Text Transmission Protocal Secure, Extranet = Restricted Internet Web Site, Special Characters = !@#$%^&*()[}]\|"':;?/><+=-_~ _______________________________________________________
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