Inviting Crew Members
This article covers how to invite crew members (other internal company users) who will access Dealer Admin. It is separate from inviting customers to the builder portal. You need User Management permission to see the Invite and Bulk Invite options.
Individual Crew Invites
To send an invitation to an individual crew member, click Invite on the Crew page (Dealer Admin → Settings → Company Settings → Crew). The Invite Crew modal opens where you can enter the invitee’s details. Only the following field is required to send a crew invite:
Email (required): The email address for this crew member. They will receive the invite and use it to sign in to Dealer Admin. You can optionally assign one or more roles in the modal; if you do not, they will receive the dealer’s default roles.
Bulk Uploading Crew Invites
To send invitations to multiple crew members, click Bulk Invite on the Crew page. The bulk upload process begins with a CSV file containing the necessary crew details. The file should include the following columns:
Email (required): The email address for this crew member. They will receive the invite and use it to sign up or sign in to Dealer Admin. Each email may appear only once in the file; duplicates are rejected.
Role (optional): The dealer role(s) this crew member will have after they accept the invite (e.g. Admin, Viewer). Role names must match the roles configured for your site. You can use a single column named Role, or multiple columns Role 1, Role 2, Role 3, etc. to assign more than one role per row. If Role is omitted or left empty, the dealer’s default roles are applied. Do not use both an unnumbered Role column and Role 1 in the same file—use either Role alone or Role 1, Role 2, etc.
Only Email and Role-style columns (Role, Role 1, Role 2, …) are allowed. Any other column header is invalid and the upload will be rejected.
Example: Creating Bulk Crew Invites
|
|
Role |
|
jane@dealer.com |
Admin |
|
bob@dealer.com |
Viewer |
|
alice@dealer.com |
Example with multiple roles per person:
|
|
Role 1 |
Role 2 |
|
jane@dealer.com |
Admin |
Viewer |
|
bob@dealer.com |
Viewer |
|
|
alice@dealer.com |
You can use the bulk upload modal to download a CSV template here.
Validation and Errors
At upload (header validation): The file is checked for a required Email column. Any header that is not Email or Role / Role 1 / Role 2 / etc. is invalid. Duplicate or empty headers are also reported and can cause the upload to be rejected.
After processing (row-level): Invalid or empty email, duplicate email in the file, invalid role name, or “email already in use” (active member) will produce errors in the job result. Failed rows do not prevent other rows from being processed.