How To Add A User In BoatWizard:

1. As an Admin User, log in to your account on brokers.boatwizard.com
2. Click on the link entitled ‘account’ located in the upper right hand corner of boatwizard. This link takes you into your own login info page. All of your account information is available to you on this page. You can make edits here to update your account. Be sure to not change any of your settings if you are the admin, you could end up taking away permissions. Consult Customer Service with questions.
3. Click on the company name located right above your own user name on the top of the page. This takes you to the Account Management page.
4. On the Account Management Page, click the ‘create user” link at the top. Then fill in the first name, last name, desired login name, (should be the user’s email address) and the new user’s location and contact information.
5. When finished filling in the form, scroll to the bottom of the page to assign a role, then click the “create” button to complete adding the user.
6. Fill out the “Sales Message” area to add a special “sales message” to any of your assigned listings. You may use HTML in this area if you wish.

 How to remove a user in BoatWizard:

NOTE: Any boats assigned to a disabled user will be automatically assigned to a top level account. Once a disable has happened, re-activating the user name may not re-assign the boats. Additionally, any leads in Lead Manager that are assigned to the disabled user will automatically be reassigned to the office of the user.

1. As an Admin User, Log in to your account on brokers.boatwizard.com
2. Click on the link entitled ‘account’ located in the upper right hand corner of BoatWizard. This link takes you into your own login info page.
3. Click on the company name located right above your own user name on the top of the page. This takes you to the Account Management page.
4. Scroll down the section on the page called “Hierarchy”. Locate the user to remove and click on the user name.
5. This takes you to a page with the user’s name in large print at the top. Next to Status, there is a pull down menu that has “active” selected. Click on the arrow next to active, and select “disabled” from the drop down menu. Do this action and save it at once. There is no need to repeat or re-do this action as disabling and activating users repeatedly is not advised.
6. Scroll to the bottom of the page and click the update button. This completes removing the user from your account.

 Primary User Permission Levels:
IMT – Brokerage Admin: Ability to edit everything in the account for the entire company

IMT – Office Admin: Ability to edit everything within your office including the office’s information and listings

IMT – Regular: Ability for the user to add and edit boats for that user only

IMT – Brokerage Read-Only: User can view inventory but not add/edit it LM – Brokerage Admin: User can view all leads for all users. Leave blank to have default role of seeing own leads only

Ala Carte Add Ons: (these abilities are included in Brokerage and Office Admin privileges)

BW – Edit Charter: Ability to edit Charter listings (for charter customers only)

BW – Edit Website: Ability to edit the [YW] mini-site

BW – Access Email Reports: Access to email reports within the [YW] Traffic Reporter

Account – Edit Company Information: Ability to change company account information

Account – Create New Users: Ability to add new users under parent company. Requires “Account – Edit Company Information” role

Lead Manager – Office Admin: User can view leads for all users from their office

Permissions Guidelines According to Role in Company:

The following are suggested permissions for users based on their role within the Brokerage.

Business Owners, Principals, Officers – Brokerage Admin

Branch Owners, Branch Managers – Office Admin

Listing Administrator, Office Administrator – Office or Brokerage Admin

Brokers, Sales People, Listing Administrators – Regular or Brokerage Read-Only

Brokers, Brokerage Read-Only