These are detailed step-by-step instructions for creating a CDK CRM Login.

1. Login to CDK CRM.
2. In the navigation bar on the left, click Admin.
3. Click CRM Setup.
4. Click Personnel.
5. Above the list of users, in the center of the page, click the “Add Personnel” button.
6. First column:
   1. Enter First Name and Last Name (suggested: Clarivoy Datateam)
   2. DMS ID = if required, use a placeholder such as 9999999 (a number that does not exist in your DMS).  Note the placeholder number you are using.
   3. Below the “Call Center” section, next to Identifier, use this format for the Identifier:
            datateam+clientname@clarivoy.com
      Replace clientname with your dealership name (no spaces).  Make sure you include the + sign.  
      Example: If your dealership name is ABC Autos, the Identifier would be datateam+abcautos@clarivoy.com.
   4. Click the Add button.
7. Second column:
   1. Under Notification Address, DO NOT fill in an Email address.
   2. Department = Sales, then click Add.
   3. Position = Administrator, then click Add.
8. Once the page refreshes, scroll down to the bottom.  
9. In the first column, under CDK SSO User Details:
   1. Use this format for the SSO Username:
            datateam+clientname@clarivoy.com
      Replace clientname with your dealership name (no spaces).  Make sure you include the + sign.  
      Example: If your dealership name is ABC Autos, the Username would be datateam+abcautos@clarivoy.com.
   2. Click Add.  This will trigger the activation email to Clarivoy.
10. In the second column:
    1. Below “Position”, check BOTH of the boxes for “Active” and “Login”.
11. Click Save.
12. The Company Assignment dialog box will pop up.  Next to each store:
    1. Enter the DMS ID you assigned previously
    2. Next to the DMS ID, check the name of the store.
    3. At the bottom, click Save.

If you need assistance creating the login, call CDK Support at (866) 668-5394.