The Team & Roles page lists each user's Username, Email, Created At, User Role, Permissions, Sales Rep, and Last Login. The Sales Rep column shows Yes for users designated as sales reps and No for everyone else.
Add a User
Click Settings in the left sidebar, then Team & Roles.
Click Add User.
Enter the user's Name and Email Address.
Under Roles & Permissions, choose Administrator or Standard User. For a Standard User, check any Additional Permissions they need.
To limit a Standard User to only their assigned accounts, check Designate as Sales Rep in the Sales Rep section.
Click Send Invite.
Roles and Permissions
Role / Permission | What it allows |
Administrator | Unrestricted access to all resources, settings, and permissions. |
Standard User | Access to core resources, settings, and permissions. By default, Standard Users can't access payments or reports, and have limited user management. |
Additional Permissions for Standard Users
Additional Permissions grant optional capabilities to a Standard User. Check any that the user needs:
Payments Access: View payments, make payments, manage autopay, and perform other payment tasks.
SpecCheck Metrics Report Access: View the SpecCheck Metrics report.
Administrators have all of these automatically.
Sales Reps
Check Designate as Sales Rep in the Sales Rep section to restrict a user's visibility to only their assigned accounts in SpecCheck. This option only applies to Standard Users. Administrators already see every account, so the checkbox is disabled for them.
Sales rep setup is done entirely in SpecCheck, so nothing needs to be set up in DVI. Once a user is designated as a sales rep, an Administrator assigns accounts to them from each ECP's Settings tab under Sales Rep. The assignment saves automatically. Each account can have only one sales rep. A sales rep only sees the accounts assigned to them. If you uncheck Designate as Sales Rep, the user can see all accounts again immediately. Learn about Rep View.
Change a User's Role or Permissions
Only Administrators can change roles and permissions.
Go to Settings → Team & Roles.
Click the "..." next to the user and select Edit User.
Update their name, role, additional permissions, or sales rep designation, and click Save.
Resend an Invite or Reset a Password
Click the "..." next to the user and choose Send Welcome Email or Send Password Reset Email.
Delete a User
Go to Settings → Team & Roles.
Click the "..." next to the user and select Remove User.
Questions? Reach out to [email protected]!