Work Test

Question 1

What all can a user access through their Portal Account?

Answer 1

EGCS Compliance testing
Tools that are specific to their job title at dealership
Data that is contained within those tools

Question 2

What information is required to create a user account?

Answer 2

First name
Last name
Email Address
Dealership or Dealerships
Job Title or Position(Not technically required to create account just helpful.)

Question 3

Be able to demonstrate how to reach account creation and create an account.

Answer 3

Step 1: Portal
Step 2: Hover over dealer setup tab
Step 3: Click on add user
Hint: (Copy and paste only)

Step 5: Hit submit

Question 4

What search options do we have when searching for users?

Answer 4

User Name
First Name
Last Name
Email Address

(if account is similar to others. You’ll get a question. )
Add only 1 dealer and use ctrl - F to search!!

Question 5

User info tab

Answer 5

This tab will show you:
Users name
Email address
whether user is a texter user (texter users will only have a mobile phone and no email. EGCS updates texter users and upgrades them to regular users.)
Will show any other users they may have on account
Identity box with three check boxes (this allows us to add users as Ethos Rep, Ethos employee, Admin

Question 6

Options Tab

Answer 6

We do not use Ticket Subscription Box for anything
Default dealers box is used to select default dealer
Choose dealer from drop down and check box that says “ make dealership default when I log in”

Question 7

Dealership Tab

Answer 7

Shows all available and current dealerships
you can add or remove multiple dealerships at the same time. For selecting multiple you can use CTRL or SHFT on keyboard.)
Live search is built in in the dealership tab

Question 8

Roles Tab

Answer 8

Shows all current and available roles user has
○ Live search is built in on this screen
○ You can remove multiple roles but can only add one at a time.
○ If user is marked Ethos internal employee there will be an extra box for internal roles
○ Admins and leads can also see deleted roles in this tab
Deleted roles section:
What role was it
What dealership was it
When was it created
When was it deleted

Question 9

Admin Tab

Answer 9

• Unlink from and Link to an Authyr account
  * Will show last log in
  * Last time they changed their password
  * Will show user who created the account
  * Can click reset password button to send reset password link

Question 10

Stats Tab

Answer 10

Doesn’t work
We don’t use it

Question 11

How can you add Dealerships and Roles to a User Account?

Answer 11

Open a users portal account
2. Click on Dealerships tab
3. Select dealer or dealers you want to add (Hold shift to select all)
4. Click add button
5. Click on roles tab to the left
6. Select dealer you want to add roles for
7. Click add role

Question 12

11. What basic Roles would a Service Advisor require and what is their function at the dealership?

Answer 12

Service advisors work in the service dept and process claims made on contracts/warranties.

* Dealer_Program_Claims
* ProductLookup_Service

○ They can look up contracts purchased from any dealer that they have access too in the Ethos portal.
○ It is common for advisors to have access to several or all dealers within a dealer group.
○ Customers may purchase a contract from one dealer in a group and then go to another dealer in the same group to have their vehicle serviced.

Question 13

13. What do we typically need to do for all Service Advisors after adding Portal access?(Demo)

Answer 13

Add them as an advisor within the claims portal

	1. Claims.ethosgroup.com
	2. Click on Hamburger Icon in the top left corner
	3. Click on vendor
	4. Click search
	5. Type in dealer name (doesn't have to be full name)
	6. Hit enter or click magnifying glass to search
	7. Click on vendor number of correct dealership
	8. Click on employee contact tab
	9. Click add employee button on right side.
	10. Copy and paste employee name into field
	11. Select advisor from title drop down
	12. After you click advisor you'll see a green autosave message in bottom right corner

J Make sure not to add duplicates
J Ctrl - F to search
J Sometimes name will be there but won't have a title. Add title to existing name
J If you do put in a name and it recognizes there are duplicates. It will create a field that shows similar users.

Question 14

14. What type of access would a Finance Manager require

Answer 14

What access:
○ There is no standard or build between FI Managers
○ It will differ
○ There are common access types to add but the best practice is to ask the requestor or someone else at the dealership who’s access we can mirror

Common Access:
§ Analytics (Basic or Advanced)
§ Cyclops
§ Play all or Playself
§ Record All or Record Self (Only if the dealer uses Cyclops)
§ Pegasus PayFI (If dealer uses Pegasus Pay)
§ Cancel Quotes
§ Menu Basic
§ Pricing FI
§ Econtracting (Print and View Printed are standard. They may get other contracting roles as well.)
Billing/Smart Statements (Basic Access usually.)

Question 15

15. What do finance managers do at the dealership?

Answer 15

Finance Managers work in the finance dept of the dealership. They assist customers with financing vehicles and purchasing contracts. They sell back end products that are tracked in EGA and printed in E-Contracting. These are the employees customers speak with after selecting vehicle.

Question 16

16. What do we need to keep in mind when updating a user’s email address?

Answer 16

Unlinking a users portal account from Authyr can remove their job Titles(Take a screen shot of any job titles if there are any

Any Job titles removed may need to be readded.

Question 17

16. How do you reach a user’s Authr account?

Answer 17

Option 1:

1. Open users portal account
2. From any tabs on the left. Click edit in Authyr link
3. Users Authyr account will open in a new tab

Option 2:

1. Accounts.ethosgroup.com
2. Click admin button in top left corner
3. Click on users in left side bar halfway down
4. Search for user in search bar (Search bar update automatically and wait.)
5. Click on users name

Question 18

17. How do you add an Organization to an account in Authr?

Answer 18

Organizations = Dealers
Do not enter Organization into search bar

1. Open users Authyr account
2. Click on Organizations
3. Click blue add button
4. Search for dealership and click it from dropdown options.
○ If you click the blank space below the previously selected dealer. A drop down will appear that contains your most recent search.
5. Click Blue save button.

You cannot remove an organization after it’s been added

Question 19

1. How do you add a Job Title to an account in Authr?

Answer 19

Job titles can only be added for dealers that have been added in the Organizations tab

Do not look for the job title in the search bar

1. Open users Authyr account
2. Click job titles
3. Click on blue assign button on the right
	1. Do not touch the org dropdown 
4. Select org from drop down menu
5. Click on Blue next button
6. Click on Job title that needs to be added
7. Click Blue save button

How to remove:

1. Hover over job title that needs to be removed
2. Click on Elipsis symbol
3. Click unassign

Question 20

What do all FI Managers need aside from Roles?

Answer 20

· A job title in Authyr

○ The FI Job Manager Title contains groups that allows the sales manager to access sales tech applications
○ Without a Job title. They will receive an error message when clicking on a sales tech app.

Question 21

Be able to access Role Descriptions and the Permissions that are contained in them. (Demo)
Role description can be found in two places:

Answer 21

First place:

1. Portal
2. Hover over admin tab and click on role
	§ This plage s hows all role names and descriptions
3. Click on role
	§ The assigned permissions box shows all perms that are built into that role
	§ Assignable roles are roles that can be assigned by users that have the role that is being used.

2nd place:

* While looking at roles in a portal account you can click on show roles on the right side of the screen.
* Clicking this link will open a new window that behaves the exact same as option 1.

Question 22

Be able to access Permissions and which Roles contain them.

Answer 22

Go to portal
Hover over admin tab
Click on permission
* This page shows all perms and descriptions
* If you click on a permission. It will show you the roles.

Question 23

What is the protocol for adding Internal Roles?(Demo)

Answer 23

· We need to determine who the role owner is and reach out to them for approval
· Role owners can be found in the Service Now Dashboard.

	1. Service now Dashboard
	2. Click on favorites sidebar
	3. Locate Role in question
	4. You will see the role owner on the right side of the screen
	5. Open role and find out who the primary is
	6. After determing role owner. Message them on Teams
		1. Example format for message
			
			
			Example format for direct message:
			
			“Hi [Role Owner],
			
			Danny Brown has requested the ‘IT_Support’ Internal role for Donald Glover.
			
			Do you approve this request?
			
	7. Depending on the request it may be appropriate to add more context (.ie why did they need this etc??)
	8. Whether the role owner approves or denies screen shot convo.
		· Make sure the screen shot has your question and there answer.
	9. Attach screen shot to ticket.