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      Initial Setup for Admin Users

      This Knowledge Base article will guide you through the first steps to get your Dealer by Design account up and running, from entering lienholders to adding staff and loading existing deliveries.

      As an admin user in Dealer by Design, you play a crucial role in setting up and configuring your dealership's account to ensure smooth operations. The number one rule to instill in the staff is "If it isn't in DBD, it doesn't happen". It's your single source of truth and the CYA of accountability.

      Step-by-Step Instructions:

      • Configure General Settings
        general settings
        1. Upload your logo
        2. Configure general card and delivery settings
        3. Set the vehicle condition colors (We recommend matching these to your key tag colors)
        4. Set your thresholds. These are what trigger the color change of the daily counter.

      • Enter your lienholders

        • Navigate to Settings -> Lienholders -> + Add Lienholder.

          lienholders

      • Customize Tasks and Forms

        • Review and modify the default tasks and forms settings according to your dealership's requirements.
        • Most form items may require dynamic tasks to be set up if you'd like to use them.

      • Add staff as users and assign roles

        • Create user accounts for your dealership's staff by adding their details and setting appropriate roles, such as Sales, Finance, or Sales Manager.
        • Ensure that each user has the necessary permissions to perform their tasks within the platform.

      • Load in existing deliveries

        • Before importing existing deliveries, consider temporarily disabling system notifications to avoid overwhelming staff with emails during the process.
        • Import existing deliveries into Dealer by Design to ensure a smooth transition to the platform and maintain continuity in your dealership's operations.

      Conclusion: By following these initial setup steps, you can establish a solid foundation for your dealership's Dealer by Design account. As an admin user, you play a critical role in ensuring the platform is tailored to your dealership's needs, enabling your team to work efficiently and effectively while delivering exceptional customer experiences.