User Name

Last Revised June 14, 2016

Authorized users can view and add portal users on the User Name tab of the Owner Master screen.

User Entitlements

The following user entitlements are used on this screen. They are part of the Manage SI Owner Info and View Only Major Screens tasks, which are part of most jobs. See Tasks, Entitlements, and Jobs for more information.

SITUSERS: View only access to the Portal User screen and the User Name tab of Owner Master.

SITUSERS_UPDATE: Allow users to update the Portal User screen and the User Name tab of Owner Master.

To do this,

  1. Double-click Owner Master on the Main Menu screen or select Owner Master from the Go To list.  The Owner Master screen will appear.
  2. If you are carrying an account number from another screen it will appear in the Dealer No. field along with the owner information.  If not, then enter a number in the space provided and press F8.  If you would like a different number, highlight the current number and key in the new one, then press F8.

Note: If you do not know the account number, select Account Search in the Go To list. For more information, see Searching for an Account.  Write down or copy the account number, then enter it into the Owner Master screen.

  1. Click the User Name tab. Any SIT Portal users currently associated to the dealer are displayed.
  2. To see additional dealers associated with a specific user, click the asterisk in the Dealer column.
  3. The Linked box should be checked for all users who can view this dealer in the SIT Portal. Uncheck the Linked box if you do not want that user to view the dealer in the portal.
  4. To add another user as a portal user for this dealer, click in any blank row or click the plus (+) sign in the toolbar.
  5. Click the asterisk next the to User ID field, select a user, then click OK.
  6. Click the Save button on the toolbar to save your changes.