How to add a user in BoatWizard:
- Click on the link named ‘account’ in the top right hand corner of brokers.boatwizard.com. This link takes you into your own login info page, where all of your account information is available. You can make edits here to your account, but do not change any of your settings if you are the admin as you could end up taking away permissions.
- Click on the company name located right above your own user name on the top of the page. This takes you to the Account Management page.
- On the Account Management page, click the ‘create user” link at the top. Fill in the first name, last name, desired login name, (should be the user’s email address) and the new user’s location & contact information.
- Scroll to the bottom of the page to assign a role, then click the “create” button to complete the process.
- Fill out the “Sales Message” area to add a special message to any of your assigned listings. You may use HTML in this area if you wish.
How to remove a user in BoatWizard:
- Click on the link named ‘account’ in the top right hand corner of brokers.boatwizard.com. This link takes you into your own login info page, where all of your account information is available. You can make edits here to your account, but do not change any of your settings if you are the admin as you could end up taking away permissions.
- Click on the company name located right above your own user name on the top of the page. This takes you to the Account Management page.
- Scroll down the section on the page called Hierarchy. Locate the user to remove, and click on the user name.
- This takes you to a page with the user’s name in large print at the top. Next to Status, there is a pull down menu that has “active” selected. Click on the arrow next to active, and select “disabled” from the drop down menu. Do this action and save it at once. There is no need to repeat or re-do this action, as disabling and activating users repeatedly is not advised.
- Scroll to the bottom of the page and click the update button. This completes removing the user from your account.
NOTE: Any boats assigned to a disabled user will be automatically assigned to a top level account. Once a disable has happened, re-activating the user name may not re-assign the boats. Additionally, any leads in Lead Manager that are assigned to the disabled user will automatically be reassigned to the office of the user.
Primary User Permission Levels:
IMT – Brokerage Admin: Ability to edit everything in the account for the entire company
IMT – Office Admin: Ability to edit everything within your office including the office’s information and listings
IMT – Regular: Ability for the user to add and edit boats for that user only
IMT – Brokerage Read-Only: User can view inventory but not add/edit it LM – Brokerage Admin: User can view all leads for all users. Leave blank to have default role of seeing own leads only
BW – Edit Charter: Ability to edit Charter listings (for charter customers only)
BW – Edit Website: Ability to edit the [YW] mini-site
BW – Access Email Reports: Access to email reports within the [YW] Traffic Reporter
Account– Edit Company Information: Ability to change company account information
Account – Create New Users: Ability to add new users under parent company. Requires “Account – Edit Company Information” role
Lead Manager – Office Admin: User can view leads for all users from their office
The following are suggested permissions for users based on their role within the brokerage.
- Business Owners, Principals, Officers – Brokerage Admin
- Branch Owners, Branch Managers – Office Admin
- Listing Administrator, Office Administrator – Office or Brokerage Admin
- Brokers, Sales People, Listing Administrators – Regular or Brokerage Read-Only
- Brokers, Brokerage Read-Only