DealerAI Docs
Portal Guide

Organizations

Manage your organization's structure, including multiple dealership locations (stores) and the staff members associated with them.

The Organizations section provides administrative control over the multi-location structure of your DealerAI account. It is used by organization administrators to manage stores (individual dealership locations) and the staff members who have access to each one.

The Organizations section is only visible to users with the Admin or Org Admin role. Standard dealership users do not see this section.

Overview

DealerAI supports multi-tenant organizations — a single organization can manage multiple dealership stores. The Organizations section is the control centre for that structure.

AreaPurpose
StoresView and configure all dealership locations in the organization
StaffManage the people who have access to the portal and their assigned roles

Stores

The Stores page lists every dealership location belonging to your organization.

Stores List

Each row in the stores table shows:

ColumnDescription
Store nameThe display name of the dealership location
LocationCity or address
StatusActive or inactive
UsersNumber of staff assigned to this store

Store Detail

Click any store to open its detail view, which includes several tabs:

TabContents
DetailsName, address, timezone, and other store metadata
UsersStaff members who have access to this store, with their roles
ManufacturersVehicle brands sold by this store
ConfigurationAdvanced NLP and platform-specific settings

Adding a New Store

Go to Organizations → Stores and click Add Store
Enter the store name, address, and timezone
Select the manufacturers the store sells
Click Save — the new store is created and can now be configured fully

Assigning Users to a Store

Open the store in the stores list
Navigate to the Users tab
Click Add User and search for the staff member by name or email
Select their Role (Admin, Org Admin, or User) for this store
Click Save

Staff

The Staff page manages the professional profiles of everyone who has access to your organization's portal.

Staff List

The staff list shows all personnel in the organization:

ColumnDescription
NameStaff member's full name
EmailLogin email address
RoleOrganization-level role
StoresNumber of stores the staff member has access to

Use the search bar to filter staff by name or email.

Staff Profile

Click any staff member to view their profile:

  • Full name, email, and profile photo (via Gravatar)
  • Assigned stores and roles
  • Account status

Adding a Staff Member

Click Add Staff from the staff list
Enter the staff member's name and email address
Assign an organization-level role
Click Save — the staff member receives an email invitation to set their password

Editing and Removing Staff

Open a staff profile and click Edit to update their details. To remove a staff member from the organization, open their profile and use the Remove option. This revokes all portal access immediately.

Removing a staff member from the organization removes their access to all stores and cannot be undone without re-inviting them.

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