Dealer Portal
Introduction: The Harvest Profit Dealer Portal is where dealerships can manage customer users, create demonstrations, and control dealer user access. This guide walks through the main features: Resources, Users, Demonstrations, and Dealership.
Steps
- Access Resources
- Click Resources in the top navigation.
- This links directly to Harvest Profit Help Docs.
- Manage Customer Users
- Click Users in the navigation bar to view all customer accounts tied to your dealership.
- To add a new user:
- Click + Add User (upper right).
- Enter the user’s Name, Phone, and Email.
- Select the Account Type:
- 14-day Free Trial (default).
- Paid Account or Demonstration Account.
- Click Send Invite to email login instructions to the customer.
- Troubleshooting: If a customer cannot log in, have them use Reset Password on the Harvest Profit login page. Contact Support if issues continue.
- Use Return to All Users to go back to the list. You can filter by inactive users, active users (weekly/monthly), or search by name.
- Set Up Demonstrations
- Click the Demonstrations tab to view and manage demo accounts.
- To create a demo:
- Click + Add Demonstration.
- Enter a Name and click Create Demonstration.
- To access an existing demo, click its name and then Enter Demonstration.
- Click Edit to rename or update a demonstration.
- Manage Dealer Users
- Go to the Dealership tab to add or manage dealer-level users.
- Click + Add Dealer User and enter the required information.
- Choose whether the user should have Admin Access:
- With Admin: Can create new dealer users, change permissions, and add Harvest Profit users.
- Without Admin: Can still log in to customer user accounts but cannot manage dealer users.
- Other Tools
- Help Button: Contact Support directly or use AI Answers for quick guidance.
- Change Password: Click your initials in the upper-right corner > Change Password.
- Forgot Password? Use Reset Password on the Dealer Portal sign-in page.
Support
If you have any questions or run into issues:
- Email: support@harvestprofit.com