EvalExpert

<a href="#login-to-the-evalexpert-web-dashboard">Logging in and accessing Eval Settings</a>

<a href="#add-new-user">Inviting a New User</a>

<a href="#h_8f7b453916">Modify an Existing Users Access</a>

<a href="#h_3fb80d2692">Transferring a User Between Accounts</a>

<a href="" target="_blank" rel="nofollow noopener noreferrer">Deleting a User</a>

- <a href="#login-to-the-evalexpert-web-dashboard">Logging in and accessing Eval Settings</a>
- <a href="#user-list">The Users List</a>
- <a href="#add-new-user">Inviting a New User</a>
- <a href="#h_8f7b453916">Modify an Existing Users Access</a>
- <a href="#h_3fb80d2692">Transferring a User Between Accounts</a>
- <a href="" target="_blank" rel="nofollow noopener noreferrer">Deleting a User</a>

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To use the web dashboard; <a href="https://app.evalexpert.io/web/" target="_blank" rel="nofollow noopener noreferrer">click here</a> or go to to <a href="http://www.evalexpert.com" target="_blank" rel="nofollow noopener noreferrer">www.evalexpert.com</a>, then select login.

Click your name in the bottom left

1. Click your name in the bottom left
2. Choose 'Eval Settings'
3. Choose 'Users List'

This page displays a list of all users in your account along with their current access level.  From here you can:

<a href="#add-new-user">Invite new users</a>

<a href="#h_8f7b453916">Modify an existing users access</a> (pricing or manager levels)

<a href="#h_3fb80d2692">Transfer users to another account</a> within your group (group manager users only)

<a href="#h_4caebb7237">Delete a user account </a>

- <a href="#add-new-user">Invite new users</a>
- <a href="#h_8f7b453916">Modify an existing users access</a> (pricing or manager levels)
- <a href="#h_3fb80d2692">Transfer users to another account</a> within your group (group manager users only)
- <a href="#h_4caebb7237">Delete a user account </a>

To add a new user to your EvalExpert account:

- If the new user is a manager, click 'Manager'

An invitation to join EvalExpert is sent to the new user

- Once the user has completed their registration steps, they will be automatically assigned to your dealership account and appear in the 'Users List'.

1. Click 'Invite' 
2. Enter the new users' email address
 - If the new user is a manager, click 'Manager'
3. Click 'Invite'
4. An invitation to join EvalExpert is sent to the new user
 - Once the user has completed their registration steps, they will be automatically assigned to your dealership account and appear in the 'Users List'.

To change an existing users access level, such as upgrade to Manager and / or give access to pricing:

Under the 'User Privileges' section, adjust the user's access as needed by toggling the 'Manager and / or 'Pricing' radio buttons

- Manager: Can see all evaluations, from all users in their account
- Allow Pricing: Can add/edit the final price, and has access to the Pricing Tab
- If upgrading a users access level to 'Manager', you will also need to select the 'Pricing' option so that user can see and action evaluation pricing.

1. Find the user in the Users List
2. Click the yellow 'Edit' icon 
3. Under the 'User Privileges' section, adjust the user's access as needed by toggling the 'Manager and / or 'Pricing' radio buttons
 - Manager: Can see all evaluations, from all users in their account
 - Allow Pricing: Can add/edit the final price, and has access to the Pricing Tab
 - If upgrading a users access level to 'Manager', you will also need to select the 'Pricing' option so that user can see and action evaluation pricing.

Access changes are immediate and do not require the user to log out.

For group accounts, manager users in the top level group account can transfer another user between sub accounts:

Under the 'User Dealership' section, select the account you want to transfer the use to

1. Find the user in the Users List
2. Click the yellow 'Edit' icon
3. Under the 'User Dealership' section, select the account you want to transfer the use to
4. Click 'Transfer'

Deleting a user account will immediately revoke access to EvalExpert, you will need to select which user to transfer the deleted users evaluations to. To remove a users access:

From the dropdown list, select a user to transfer their evaluations to 

1. Find the user in the Users List
2. Click the red 'X' icon
3. From the dropdown list, select a user to transfer their evaluations to 
4. Click 'Delete'

If you need additional assistance, please reach the EvalExpert team via the in-app chat, available in the Mobile App or Web Dashboard located as below:

Web Dashboard: Bottom right of the screen, blue chat icon

Mobile App: Menu on the main screen (top right), then 'Help &amp; Support'

- Web Dashboard: Bottom right of the screen, blue chat icon
- Mobile App: Menu on the main screen (top right), then 'Help &amp; Support'

How to invite a new team member user, delete an existing user or change their access level

Overview: New Users & Changes to Existing Users

Go to Eval Settings page

Users List

Inviting a New User

Modify an Existing Users Access

Transferring a User Between Accounts

Deleting a User