Adding Partner or Business Accounts to a Dealer

This help page will outline the process to add a partner or business account to a Pickup Hub dealer account.

While adding a dealer account is pretty straight-forward, partner or business accounts require extra configuration steps.

Add a Partner or Business to a Dealer’s Onboarding Team

Once a new dealer account is created, use either the Partner or Business menu to navigate to the third-party account you need to add to this dealer. For our example, we’ll use the Partners menu and navigate to Epicor. Click on the Partner ID.

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On the Clients tab, add the new dealer. For our example, we’ll use Frank’s Fishing.

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Navigate to the Pickup Hub landing page and click the Store ID for the new dealer. Navigate to the Onboarding tab, and enable the partner users who need access to the onboarding center. Click the red X to a green checkmark to enable the account. (If your dealer is not onboarding, you can skip this step.)

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Next, navigate back to the main landing page and into the dealer’s dashboard. Go to their Users > Roles menu and follow the instructions on this page (https://support.help.modernretail.com/wiki/x/7xFEDg) to add or edit a Consultant role. Please ensure the permissions granted in this role are sufficient for the partner.

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Head to the Users menu and use the NEW button and instructions on this help page (https://support.help.modernretail.com/wiki/x/sJNEDg) to add the Partner account to the dealer’s dashboard.

Finally, if the dealer is in onboarding, you’ll be able to see the partner account under the message recipients list.

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If you have any questions about adding a partner account to a pickup hub dealer, please reach out via support.