Adding a Sub Dealer for Wholesale Central Stations
Wholesale Central Station Admin users can add additional
Sub Dealer
accounts, which will provide a Dealer access to their own independent Dealer Portal Interface for management.
- Access the WCS Dealer Portal, by navigating to dealer.chekt.com and logging in with valid credentials. This will land the user on the dealer dashboard:
- Locate the "Sub Dealer" button on the left hand side, shaped like a building.
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When clicked, The current Sub Dealers are listed in the column adjacent to the toolbar; the list is currently empty, as we are adding our first sub dealer.
- Now, Locate the "+ Create WCS Sub Dealer" button in the middle of the screen:
- When Clicked, an invitation form will appear:
- Fill out all Fields; the "Address" field will populate a google maps search, in the same fashion as the customer add window
- When "create" is clicked, and invitation will be sent to the "Primary Admin Email", granting them Admin Access to their own dealer portal interface.
- WCS Users with the proper permissions can now see the invite status, and a "resend" button if the 7 day token expires.
- All of that dealer's customers will also now appear under the WCS Customer Tab:
- They can also naturally be filtered by "Dealer" by clicking the filter button at the top of that list
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Now that the sub dealer is created, a monitoring station will need to be created for them, so they can select that organization as a signal recipient from their portal. This can be accomplished by either party, but is normally done by the central station for process simplicity.
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