How to Add a New Employee

The Add User panel of the User Management screen is used to add new employees in the XtreamService application. When adding a new employee, permissions for the screens and features to which the employee has access are automatically selected based on his role, but can be changed.

The following procedure can be used to add a new employee.

  1. Access the User Management screen.

    To access the User Management screen, click the (More) icon, and then click the User Management link.

  2. Click the ADD NEW button.

    The Add User panel displays.

  3. In the First Name field, enter the employee's first name.

  4. In the Last Name field, enter the employee's last name.

  5. In the User ID field, enter the employee's User ID.

  6. In the Role field, select the role for the employee.

    Note - Option buttons in the Global section, the Screen Access section, and the Reports section are automatically selected based on the entry in the Role field, but can be changed.

    Click the (Down Arrow) icon to display a list of valid entries.

  7. If the employee has a pre-existing Digital Retail Platform user name, enter that user name in the CM Username field.

  8. In the Email field, enter the employee's Email address.

    Note - This Email address is used when sending Email messages for alert notifications and password resets.

  9. (Optional) At dealerships where FOCUS in the Digital Retail platform is not licensed, enter additional Email addresses to which alert notifications should be sent for the employee in the Email Notifications field.

    Note - At dealerships where FOCUS is licensed, settings for XtreamService notifications are defined in FOCUS.

  10. To grant the employee access to additional accounts, select the accounts in the Accounts field and click the ADD button.

    Click the (Down Arrow) icon to display a list of valid entries.

  11. (Optional) Select the Default Account option button corresponding to the dealership account that should be selected when the employee signs on.

  12. (Optional) At dealerships where FOCUS is not licensed, select the Appointments check box or the Walk-Ins check box to send the employee an Email message when a lead is created for a service customer or walk-in.

  13. In the Global section, select the option buttons corresponding to the permissions to grant the employee.

    For more information about the option buttons available in this section, refer to Add User Panel.

  14. In the Screen Access section, select the option buttons corresponding to the screens the employee should be able to view or change.

    For more information about the option buttons available in this section, refer to Screen Access Section.

  15. In the Reports section, select the option buttons corresponding to the reports the employee should be able to request.

    For more information about the option buttons available in this section, refer to Add User Panel.

  16. Click the (Save) icon.

    The employee is added, and the Generate Password window displays.

  17. Click the EMAIL TO USER button to send the employee his password in an Email message.

    The Email message is sent, and the Generate Password window closes.

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