Create and Maintain Users

And what this means.

In the Digital Power Solutions world, all lead recipients, dashboard users, onboarding or performance training recipients, etc. are classified as users.  We consider everyone a human (except when they're not  .) CRMs and APIs are what we mean by that. They aren't humans.  If you need to add a CRM address or API, click here.

Get back to this page fast: https://rewr.app/users

You can find a short version of these instructions inside the dashboard when you're on the Users page and click the orange HELP button in the upper right.




Try this new tutorial





Adding New Users

If you're a Company Administrator in our system, then you can create new users yourself.  Here's how.

Get logged into the dashboard: https://rewr.app/dash

  1. Make sure the company where the user you want to add is selected from the dropdown at the top.

    1. This really only applies if you service more than one company.

  2. Use the left side menu to navigate to the Company → Users

  3. Click the +Add User button




In the overlay (called a "modal") opens, you'll see some options. 

You can choose a different Default Company for the user you are creating, if you like. 

Enter their first and last names, email address and phone (phone is optional).

Adding their position gets them a few tailored onboarding notices down the road, but isn't critical.

Decide whether or not to make this person a Company Admin or not. If you say yes here, the user will have the same authority as you, and you won't be able to edit their profile in the future, or remove them without our assistance.

Active notifications is where you choose the kinds of emails you want them to receive.

Company Associations(**) will allow you to associate this user to multiple other dealerships, as long as you have access to them.

A profile photo is usually done by the user, and isn't really used anywhere at this time.

Click Create.

Now you will see the user in the user list, as long as the company selected at the top matches their default or one of the companies you associated to them.

* There is no need to "associate" a user to the same company as their default. Company Associations are only to add Extra companies to their access.
** New users are automatically created as Active (even though the "create" modal shows inactive at the upper right corner.)




Editing/Deactivating/"Deleting" Existing Users

In the Users Index on the Users page, if you are a Company Admin in our system, you'll see special icons next to each of the users that you are permitted to edit. Anyone you are are not permitted to edit will not have that icon. This means that their authority or access permissions are equal to or greater than your own.

  1. Click the Edit icon at the right end of the row the user is on. (fig. 1)

  2. The same Modal opens that is shown above, with a few small changes.

    1. You gain access to the "Controls" box in the upper right, which allow you to activate or deactivate a user. (fig. 2a)

    2. You can grant a non-company admin the role of a Company Admin. (fig. 2b)

  3. Everything else is the same as when Creating a New User. (see above)

  4. Click Update to save. 

Note: Deactivating a user is equivalent to deleting a user.

To make changes to a user you can't edit yourself, please email support@digitalpower.solutions and describe your need in detail.

 1.  

 2a. 

 2b.   



All added users will receive anti-spam emails, which help prevent loss of leads into spam/junk folders, as well as welcome series emails to keep them informed. They will be granted access to the Dealer Dashboard and Knowledge Base and will be able to submit requests on behalf of your business. * Any changes or requests that we consider vulnerabilities, will be verified with the Account Liaison established at the time your service was started.