How to add/remove a user in BoatWizard

Follow the steps below to ' Add' a user.  To remove a user, skip to Step 6.

Step 1. Click on Account in the top right corner (next to the Logout button).

Step 2. Click on your company name located above your username at the top of the page.

Step 3. On the Account Management page, click Create User at the top of the page. Complete the fields for first name, last name, login name (user’s email address), and the new user’s location & contact information.

Step 4. Scroll to the bottom of the page to assign a role. Then, click Create to complete the process.

Step 5. To display a custom message on your assigned listings, complete the Sales Message field. 

NOTE: Every new user will have to agree to the Terms and Conditions as dictated in the Boats Group Service Agreement and Policies. This agreement will pop-up when a new user first logs on to BoatWizard.

Step 6. To remove a user, click on Account on the top right corner (next to the Logout button).

Step 7. Click on your company name located above your username on the top of the page.

Step 8. Scroll to the bottom and click on the user you would like to remove.  

Step 9. Below their profile image, click on the Status drop-down and select Disabled.

Step 10. Scroll to the bottom and click Update. A green message will appear if the update was successful. 

NOTE:  Only main account admins have permission to remove a user.

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