Accounts: Import Contacts

Contacts may be imported into the Main Dealer Edit Contacts or Customer Edit Contacts pages by selecting the Import Contacts button.

The following format allows the various fields to be included in the import:
[Full Name],[E-mail],[Title],[Phone Number],[User Type],[Password]

The following minimum fields are required:

  • Contact Name
  • E-mail
  • User Type
  • Password
  • Additional options allow the selection of the User Type to apply to all contacts and whether to apply random passwords and/or email the information to the contacts.

    Clicking on "Import Contacts" will import the contact information.

    User Types
    The Administrator contact type provides access to the Main Admin Page and authorization to configure and manage any features within FMAudit Central.  Multiple administrators may be assigned within Central, however we recommend limiting the number to increase security.

    The Dealer User contact type by default limits access to their assigned accounts.  The global Account Visibility option may be changed to allow dealer users to view all accounts.

    The Customer User contact type limits access to their account.  This is typically reserved for contacts within your customer accounts, however it may be used for dealer employees if you wish to limit the contacts access to the Main Dealer account.

    The Restricted User contact type limits access to their account.  This is typically reserved for contacts within your customer accounts, however it may be used for dealer employees if you wish to further limit the contacts access to the Main Dealer account and not allow them any editing features.

     

    Copyright © 2008 FMAudit, LLC.  All Rights Reserved.