User Settings

The User Info card is at the top left of User Settings. To open it, click the user menu (the person icon at the far right of the green header bar) and choose User Settings.

The Change Password link at the bottom of the card is covered in Changing Your Password.

Changing your name

1. In User Name, type your name as you want it shown.
2. Press Save, the green button at the right of the box.
3. Dealersip confirms with User name updated successfully.

• The name cannot be blank. Dealersip refuses with User name cannot be empty.
• Your name is saved on your central login, so it changes in every Oroo product you use with the same login, not only in Dealersip. See Central Login System.

Your free Dealersip email address

Every user gets a free email address in this form:

mailboxid.usernumber@mail.dealersip.com, for example miked.1016@mail.dealersip.com

• mailboxid is the part you choose, in Mailbox ID.
• usernumber is your user number. It is fixed, and is shown after the Mailbox ID box.

Your full address is also shown at the top right of the Email Signature card, next to Your free dealersip email.

Email sent to this address arrives in CRM → Email. To open it, expand CRM in the sidebar and click Email.

Changing your Mailbox ID

1. In Mailbox ID, type the new first part of your address.
2. Press Save, the green button at the right of the row.
3. Dealersip confirms with Mailbox id updated successfully. The new address appears straight away, both in the User Info card and at the top of the Email Signature card.

Rules:

• It must be 3 to 50 characters long.
• It must start with a letter or a number.
• Only letters, numbers, dashes (-) and underscores (_) are allowed. Spaces, dots and other symbols are not.
• Capital letters are changed to lowercase when it is saved.
• It must not already be used by another user.

What Dealersip refuses, and the message you see:

Your old address keeps working. After you change your Mailbox ID, email sent to the old address still arrives, in the same CRM → Email inbox. Anyone who already has your old address can still reach you.

1. Click the user menu, the person icon at the far right of the green header bar, and choose User Settings.
2. In the User Info card at the top left, press Change Password, the blue link at the bottom of the card.
3. A window titled Change Password opens. Fill in all three boxes:
   • Enter old password: your current password.
   • Enter new password: the password you want to use from now on.
   • Confirm new password: the new password again, exactly as before.
4. Press Save changes.
5. Dealersip confirms with Password has been changed successfully. Your other devices will need the new password next time they sign in. The window closes.

To leave without changing anything, press Close.

What Dealersip refuses, and the message you see:

What changing your password does:

• It changes your password in every Oroo product you use with the same login, not only in Dealersip. See Central Login System.
• You stay logged in on the device you changed it from.
• Every other trusted device stops signing in by itself and asks for the new password next time. The device you changed it from stays signed in, if it was already trusted. See Signed In Devices.

If you do not know your old password, you cannot change it here. Log out and use Forgot Password on the login page instead. See Forgot Password.

Send Daily Updates makes Dealersip email you a daily summary of your dealerships. It covers things such as leads that need your attention and your inventory. What the summary contains changes as Dealersip is updated.

Turning it on or off

1. Click the user menu, the person icon at the far right of the green header bar, and choose User Settings.
2. In the Settings card at the top right, tick Send Daily Updates to receive the email, or untick it to stop.
3. Press Save, the green button at the bottom right of the Settings card.

Ticking or unticking the box does nothing until you press Save.

This setting is yours alone. Each user turns the daily summary on or off for themselves.

Your email signature is the closing text of your emails, such as your name, phone number and email address. When you write an email to a lead, contact or deal from Dealersip, Dealersip adds your signature to the message for you.

The signature is yours alone. Every user sets their own.

Setting your signature

1. Click the user menu, the person icon at the far right of the green header bar, and choose User Settings.
2. Find the Email Signature card in the middle of the page.
3. Type your signature in the large editing box.
4. Press Update, the green button at the bottom right of the card.
5. Dealersip confirms with Updated successfully.

The toolbar above the box formats the text: style, bold, italic, underline, strikethrough, clear formatting, font size, colour, bullet and numbered lists, paragraph alignment, table, link, picture, code view, undo and redo.

Limits

• The signature cannot be empty. Dealersip refuses with Empty signatures cannot be saved.
• The signature can be at most 200 characters, and formatting counts towards that limit. Every line break, bold word, colour and link adds hidden characters on top of the text you see. A signature that looks short can still be refused, with Empty signatures cannot be longer than 200 characters. If that happens, remove some formatting or shorten the text.
• Pictures almost always go over the limit. A signature with a picture in it will usually be refused.

The top right of the card also shows your free Dealersip email address, next to Your free dealersip email. To change it, see User Info.

Signed In Devices lists every phone, tablet and computer where you are staying signed in to Dealersip without a password. Use it to see where your login is active, to give each device a name you recognise, and to sign out a device you no longer have, such as a lost or replaced phone.

A device appears here only after you log in on it with Keep me signed in on this device ticked. See Keep Me Signed In.

Opening the list

1. Click the user menu, the person icon at the far right of the green header bar.
2. Choose User Settings.
3. Scroll to the bottom of the page, below Email Signature, to the card headed Signed in devices.

The list shows only your own devices. Every user sees only the devices signed in with their own login.

What each row shows

After This device, the most recently used devices come first. Devices that have been signed out or have expired are not listed. If no devices are trusted, the card says No devices are staying signed in.

Renaming a device

1. Find the device in Signed in devices.
2. Press Rename, the outlined button at the right of the row.
3. A box titled Name this device opens, showing the current name. Type the new name, for example Sales floor iPad.
4. Press OK.

The list refreshes with the new name.

• The name cannot be blank. Dealersip refuses with Please enter a name for the device.
• Names longer than 100 characters are cut to 100.
• Renaming only changes the label. It does not change how long the device stays signed in.

Signing a device out

1. Find the device in Signed in devices.
2. Press Sign out, the filled button next to Rename.
3. Dealersip asks Sign this device out? It will need the password next time. Press OK.

The device disappears from the list, and from then on it must enter the password to open Dealersip.

Signing out here does not close Dealersip if it is open on that device right now. It only stops the device signing in by itself. If someone is using Dealersip on that device at this moment, their session continues until it ends: when they log out, after a period of inactivity, or when Dealersip is updated. After that, the device asks for the password.

You can also sign out the row marked This device. You stay logged in for now, and this device asks for the password the next time your session ends.

If the device was already signed out, for example because it expired or was signed out from another device, Dealersip shows That device is no longer signed in. Reload the User Settings page to see the current list.

Lost or stolen device

1. Go to User Settings → Signed in devices and press Sign out on the missing device.
2. For extra safety, change your password. See Changing Your Password.

Changing the password stops every trusted device signing in by itself. Only the device you are using stays signed in, and only if it was already trusted. Dealersip confirms with Password has been changed successfully. Your other devices will need the new password next time they sign in.

The new password also applies to every other Oroo product you use with the same login. See Central Login System.

There is no single button that signs out all devices at once. To do that, change your password, or press Sign out on each row.