In this video, we go over how to set up the different accounts that are needed to operate your business with Shed Suite. 


We will set up a dealer, dealer user, shop, shop admin, a builder, and a driver. After you watch the video, be sure to go into your Shed Suite account and enter at least one of each. 





Note

Sales reps are a new roll. In short, think of a sales rep as a regional manager. This article HERE has more information on sales reps. 


Actions To Take


  1. Create a dealer
  2. Create a dealer user
  3. Create a shop
  4. Create a shop admin
  5. Create a shop staff
  6. Create a driver


Main Points


You will need these accounts set up as we continue training, so take the time now and complete the above! See you in the next video.



Next Video HERE


To view videos about your daily operations in Shed Suite, Click Here