If a dealer is having trouble creating a login, they should first consult the vendor-specific instructions we have for creating the login. These instructions are typically provided in the appropriate Rocketlane vendor task and explain what permissions are required for the login/user profile.
You can also consult / point the client to the vendor-specific instructions article here in HelpJuice (these will be the same as the instructions in the Rocketlane task). To view the vendor instructions, start by choosing the data category:
If the dealer is still having issues after reading our instructions, they need to contact their data vendor's Support (e.g. support for their CRM or Call Tracking provider) via phone, chat, or email.
Clarivoy Ops Team is unable to assist with creating logins outside of providing the instructions we have available above. We have never had access to the dealer's super admin side of any CRM systems, so we do not know the specific steps required to create a login.
Clarivoy Ops Team cannot call a dealer to assist with creating a login or setting the correct permissions. This type of help needs to come from their vendor's support team (CRM support or Call Tracking provider support).
Net: Clarivoy Ops Team can verify if a login is working from our end and if the correct permissions were set, however if the dealer needs help with using their CRM to create a login, they need to contact their CRM Support. Clarivoy cannot provide support for a system we do not own and are not familiar with.