Invite staff and manage access

Only the dealer owner can manage staff. Staff appears in the sidebar only when the dealer has the Staff beta feature enabled.

Create an invite

1. Open Staff, then Invite staff.
2. Under Email optional, preferably enter the intended person's account email. Name optional helps you identify the invite later.
3. Select Next.
4. Under Role, choose Manager or Staff and review the permissions.
5. Check the summary under Review & send, then select Send invite.
6. Immediately save the resulting link with Copy link.

The link is shown once, expires after seven days, and can be accepted once. If you enter an email address, the invite is bound to that address and CaseLink also attempts to deliver the link by email.

If you leave Email optional empty, anyone with the link can accept the invite. Share an unbound link only through a secure channel and revoke it immediately if it reaches the wrong person.

Choose a role and permissions

• Manager automatically receives all five operational permissions. Dealer Settings and staff administration remain owner-only.
• Staff receives only the permissions enabled individually.

The current permission picker shows:

• Mark pulled cards
• Record sales
• Release holds — this security-sensitive switch controls the complete Offers area, including accepting, declining, or countering offers and releasing accepted-offer holds.
• Manage inventory
• View financials

Grant View financials only when the person needs access to private costs, minimum prices, margins, and profit-and-loss information. Editing those fields additionally requires Manage inventory.

Accept an invite

The invited person opens the link, signs in with the bound account or creates an account, and selects Accept staff invite. An email-bound invite cannot be accepted with a different address.

A CaseLink account that is already connected to another dealer cannot accept the invite. Use a separate account instead.

Change or revoke active access

• Under Active staff, select Edit permissions, change the role or permissions, and choose Save permissions.
• Select Revoke access to remove an active account immediately. Restoring access later requires a new invite.
• Under Pending invites, select Cancel invite when an unused or expired link should no longer work.

Table Mode

Table Mode is currently disabled for every dealer. Staff therefore works through a named, revocable account in the dealer dashboard. The permissions above apply directly there.