Grant Access to a Client

There are times when a client will need to update their information. By providing them with external access, you maximize the likelihood that their data is accurate, which is why granting this access is beneficial.

To create a new client, in the Point of Sale, click the red + in the Client menu.

If the client already exists, in the Point of Sale, you can access the client profile by clicking the blue pencil icon next to the Client name.

Start by adding Contacts associated with this client. In the appropriate section at the bottom of the page, you’ll see where to do this. Click the +New button. GEM-CAR will display a small window.

In the next window, you will need to fill in certain information, namely:

• Name
• Type
• Newsletter
• Title
• Email
• Phone
• Cell

All other fields are optional, but please fill them in anyway if you have the necessary information.

Then, click Save to complete the process of adding this contact to your customer record.

NOTE: In reality, when we say “grant access to a client,” we mean allowing a “Contact associated with this client” to access the system.

You now need to grant access to the platform for this contact. Reopen the client’s file, go to Contacts associated with this client, click on Name, and click the small key icon next to the Save and Close button.

The window that appears this time allows you to specify access and send an email to the contact.

Fill in as many fields as possible with the data you have.

The first two fields are automatically filled in by the system: “What type of user do you want to grant access to?” and “Enter the first or last name and select the person.”

The “Choose the role for this user” field is also filled in and offers no other choices, as the contact is always a client.

The following fields are required, but they already contain the necessary data based on what you provided at the beginning of the process.

The next field allows you to limit the contact’s access to a specific IP address. This is optional, but it’s always best to fill it out.

It’s also possible to restrict access to a single branch only.

Then, click Save and send an email.

A small pop-up will inform you that the registration was successful. You can now close the form.

By clicking on the contact again, you’ll see the window containing all the access information:

• Select the role for this user
• User ID
• Email
• Cell phone
• Restrict access to this IP address
• Access key for using the REST API.

Click the envelope icon. The tool will notify you that the email has been sent.

The client will receive an email informing them that their user code has been created and inviting them to log in to finalize the process by setting their own confidential password.

Note: If you wish to disable the customer’s access to this platform, simply click the red trash can icon.