CDK Unify — New User Setup

Prerequisites: Access to CDK Unify with Common Admin rights; use Microsoft Edge.

1. Login & Navigate

1. Go to CDK Unify in Edge.
2. Click Common Admin.
3. Click Users → All Users.
4. Click New User.

2. Enter Basic User Info

1. In the General Tab:
2. Fill in First Name and Last Name.
3. Set the CDK Simple ID to the user's LAcarGUY email address.
4. Set the Primary Email to the user's LAcarGUY email address.
5. Enter New Password (use the same password issued in the onboarding email).

3. Assign Roles (by department)

Sales

1. Assign role: CRM User
2. Assign role: CRM Video User
3. Add the store
4. Click Save (top right)
5. ✅ Sales setup complete

Finance

1. Assign role: F&I User - eSign
2. Add organization (store)
3. Click Save
4. Return to DMS Access tab
5. Add profile: FIMR (F&I Manager)
6. Add accounts: Store-A, Store-FI
7. Click Save
8. ✅ Finance setup complete

Sales Manager

1. Assign role: CRM User
2. Assign role: CRM Video User
3. Go to DMS Access tab → add profile SMGR (Sales Manager)
4. Add organization (store)
5. Click Save
6. Return to DMS Access tab
7. Add accounts: Store-SL, Store-A, Store-FI
8. Click Save
9. ✅ Sales Manager setup complete

Service Advisor

1. Assign role: Service Edge Web
2. Assign role: Service Document Access
3. Add organization (store)
4. Click Save
5. Return to DMS Access tab
6. Add profile: SA (Service Advisor)
7. Add accounts: Store-S
8. Click Save
9. ✅ Service Advisor setup complete