What you'll learn
This guide explains how user roles and access work in OneLead, and what you should do if you need changes made to your account.
Note: User account creation and setup are handled exclusively by your OneLead System Administrator. If you need an account, a password reset, or a role change, please contact your administrator.
How User Management Works in OneLead
OneLead is designed for secure, dealership-wide use.
To maintain data integrity and protect customer information:
- Only System Administrators can create new accounts
- Only System Administrators can assign or change roles
- Only System Administrators can activate or deactivate users
Regular users cannot view or modify user management settings. If you don’t see user management options, this is normal. Your access is restricted by design.
User Roles Explained
These are the role types you may be assigned by your administrator.
You cannot assign or change roles yourself, but you can ask your admin if something doesn’t look right.
System Administrator
This role is limited to internal administrators only.
Administrators have full system-level access, including:
- Adding and removing users
- Assigning dealerships
- Managing permissions
- Resetting passwords
- Configuring system-wide settings
Most users will not have this role.
Dealership Manager
Managers can see and manage dealership-level activity but cannot create accounts.
Access includes:
- View team performance
- Access all customers at their dealership
- Monitor activities
- Run reports
Cannot:
- Add or remove users
- Change system settings
Salesperson
Standard frontline user role.
Can:
- View and manage their own customers
- Log activities
- View their performance
- Use messaging
- Check-in customers
- Create new customer records
Cannot:
- Access other team members’ customers
- Manage users
- Change roles
- Access dealership-wide reporting (unless enabled by admin)
Need a New User Account?
Since accounts cannot be self-created, you must contact your administrator.
Provide your administrator with:
- Full Name
- Email Address
- Job Title
- Dealership (if multiple locations exist)
Your administrator will set up your account and send you login instructions.
Need to Update Your Role or Permissions?
If you believe your account does not have the correct access (for example, you cannot see customers you should be able to see), reach out to your administrator.
They can adjust:
- Roles (e.g., Salesperson → Manager)
- Dealership assignments
- Brand assignments
- Permissions
Changes take effect immediately once updated by the admin.
Password Resets & Login Assistance
If you cannot log in:
- Use the Forgot Password option on the login page
- If you still cannot access your account, contact your administrator
Only your administrator can:
- Force a password reset
- Unlock your account
- Update your email address
- Reactivate an inactive user
Inactive Accounts
Your administrator may deactivate accounts when:
- An employee leaves
- You move to another dealership
- There’s a temporary suspension or leave
If you need your account reactivated, contact your admin.
Access Issues? Start Here
If something in your OneLead account isn’t visible or doesn’t seem right, it is usually related to:
- Your role
- Your dealership assignment
- Your brand assignment
- Being inactive
- Missing permission settings
Contact your administrator with:
- What you’re trying to access
- What you expected to see
- Any error message you encountered
Your admin can update your access if needed.
Best Practices for Users
Do:
- ✅ Contact your administrator for all account-related requests
- ✅ Report access issues quickly
- ✅ Use your own login only—never share credentials
Don’t:
- ❌ Try to create accounts
- ❌ Attempt to change roles or permissions
- ❌ Use another person’s login
- ❌ Ignore login or access issues
In OneLead:
- Only administrators can set up accounts and manage roles.
- Your visibility and access depend on the role assigned to you.
- If you need a new account, password reset, or access change, contact your administrator directly.