View/Edit the Dealer User's Details

You need OEM::Admin or OEM::Staff privileges to edit Dealer Users in the dashboard. Click here for more information on Dashboard Roles/Privileges. Dealer Users are direct staff or contract employees of the Dealer.

  1. On the Dealers page, click the Dealer whose Dealer User you wish to view or edit, as shown below:

  1. Click the Dealer Users tab.
  1. Click the Dealer User whose details you wish to view or edit. This opens the Details tab for the selected user.

Notice there are seven tabs (example shown below) of information to review and edit for the Dealer User. Reviewing/editing capabilities on all tabs are covered in the steps 4-12 below.

  1. If you wish to make changes to the user's details, click the EDIT button. The following example shows the Details tab in the edit mode:

  1. Edit the information on the Details tab as needed:
  1. For First Name, enter the first name of the dealer user.
  2. For Last Name, enter the last name of the dealer user.
  3. For UUID (Universally Unique Identifier), review this alphanumeric ID that the system assigns the dealer user. You cannot change this field.
  4. For Company Name, the company name of the dealer user if different from the Dealer company employing this dealer user.
  5. For Email, enter the dealer user's email address.
  6. For Country Code, select the country code for the dealer user's phone number.
  7. For Phone, enter the dealer user's phone number that was used when creating the user account.
  8. For Street, City, State, Zip, and Country, enter this information for the dealer user's address or location as needed.
  9. For Confirmed, select or unselect the check box depending on the confirmation status of the dealer user's account.
  10. For Confirmation sent at, review the date and time that the confirmation email was sent to the dealer user's account. This is not an editable field.
  11. For Approved, select or unselect the checkbox depending on the approval status of the dealer user's account.
  12. For Origin OEM, review the original OEM entered for the Dealer employing this Dealer User. This field is not editable.
  13. For Dealer Company, select a different Dealer Company if you wish to change this for the Dealer User.
  14. For Roles, click the Trash Can icon to delete the current role if you wish, and then proceed to step o to select the new role(s) for this dealer user.
  15. For Reset password, click the link and follow the prompts to reset the user's password.
  16. For Resend confirmation instructions, click the link and follow the prompts to resend the instructions to confirm the user's account.
  17. For Add New Role, select a new role to assign to this Dealer User.
  1. Click UPDATE to save the changes to this user's details, or CANCEL to close the dialog box without saving.
  2. Click the Metadata tab if you wish to review its content. This tab provides user details, such as key=Gender, value=male; key=Title, value=position; key=Age, value=20-30; key=Location, value=NY, key=2ndEmail, value=person@test.com; etc. The content includes:
    • Key - the type of data
    • Value - the value for the metadata key
    • Created at (UTC) - the date/time that the metadata key-value was created
    • Updated at (UTC) - the date/time that the time metadata key-value was updated
    • Actions - the Trash Can icon to delete the metadata
  3. Click the Shared By User tab to review its content (described below). When you share a given resource between registered users, this is called a Share. Click here for more information about Shares.
  • Shared ID - the Ayla-assigned ID of the device being shared.
  • Grant ID - the ID of the customer granting use of the shared device
  • User ID - the Ayla-assigned ID of the registered user authorized to share this device
  • Resource ID - the property ID of the device
  • Resource name - the name for the resource that is shared
  • Created at (UTC) - the date/time that the share process was created
  • Start (UTC) - the start date/time that the device is being shared
  • End (UTC) - the date/time to end the share process
  • Operation - the level of privilege given for the share operation
  1. Click the Contacts tab to review its content or edit a particular contact in the list. The Contacts tab provides the following:
  • Display Name - the name that you chose for this contact
  • Firstname - the first name of the contact
  • Lastname - the last name of the contact
  • Actions - the Trash Can icon to delete the contact

You can click a contact in the table listing on the Contacts tab to review all details for that particular contact, such as details about user connections and deliver notification options. You can also create new contacts from this tab; click here for instructions.

If editing a contact in the list, complete these steps:

  1. Click the contact in the table listing on the Contacts tab to open the Edit Contact dialog box.
  2. Click EDIT to change the dialog box to editing mode.
  3. Change the information as needed. Click here for descriptions of the fields for editing.
  1. Click UPDATE to save your changes and close the dialog box. The following message displays on the Contact page for the selected user upon a successful update to the contact's information.

  1. Click the Device tab to review the list of devices assigned to the end user. The information on this tab includes:
    • ID - the Ayla-assigned ID for the device
    • DSN - the OEM Device Serial Number

    If you click the device in the list, the Device page opens, so that you can review and edit details and settings for the device

  1. Click the Rules tab to review a table listing of rules. Rules are configured and managed in the Ayla Developer Portal. For more information on the information on rules available in the Ayla OEM Dashboard, click here. The information on the Rules tab include:

    • Rule Name - the name of the End User rule
    • Description - a description of the rule, entered by the End User
    • Status - the status of the rule – enabled, disabled
    • Actions - the Trash Can icon to delete the rule

  1. On the Rules tab, click the rule to open the Rule Detail dialog box. This dialog box provides the following information on rules:
  • Rule Name - the name of the End User rule.
  • Description - a description of the rule as entered by the End User.
  • Created At - the date/time that the rule was created.
  • Updated At - the date/time that the rule was updated.
  • Status - the current status of the rule, which is either enabled or disabled.
  • Condition If - the list of conditions that must be valid before the actions described in the "Action Then" field are executed.
  • Action then - the list of actions that take place when specific conditions (described in the Condition If field) are met. This list provides the Name, Type, and Description of the action.