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Under Account settings → Team. View, invite, and manage everyone with Admin Portal access.

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Inviting someone

Enter their email address and choose their permissions. New invites start as Member, and everyone in one invite gets the same level. Each person receives an invitation to create their own login.
Invite people properly rather than sharing a login. Lead assignment, activity logging, and escalation all depend on knowing who did what.

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Permissions

Every team member has one of two permission levels: Admin or Member. Permissions control what someone can see and do in the Admin Portal. You set them on invite, and an Admin can change them later from the team page.

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Admin

Admins have full access to the Admin Portal, except for the settings that Ekho manages for you. They can change settings and integrations, invite and remove team members, and change team members’ permissions and positions. They can also do everything a Member can.

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Member

Members do the day-to-day work: orders, inventory, leads, and customers. They can view most settings but cannot change them. These pages are hidden from Members completely:
  • Bank account
  • Team
  • API tokens
  • Checkout settings, including payment methods
  • Primary contract signer
Most of your team only needs Member. Give Admin to the people who own your settings, your bank account, and your team. No one can change their own permissions or remove themselves from the team. Another Admin does that for them.

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Corporate access

Some dealerships sit under a corporate account, such as an OEM or a dealer group that runs several rooftops. People on the corporate team have access to every dealership the corporate account covers, at their corporate permission level. A corporate Admin is an Admin at each of those dealerships and can invite people to each dealership’s team. Your team page shows where each person’s access comes from, in the Access from column. People on your own team show Direct, and so do people with both direct and corporate access. People with corporate access only show via and the corporate account’s name. The corporate account manages those people, so a dealership Admin cannot change or remove them. A dealership’s own team members have access to that dealership only. If someone has access both directly and through a corporate account, the higher permission level applies.

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Positions

Each team member can also have a position: Sales Rep, Sales Manager, GM, F&I Manager, Parts Associate, or Service Advisor. A position describes the job someone does at your dealership. It does not change what they can see or do in the Admin Portal, so a Sales Manager can be a Member and a Sales Rep can be an Admin. Positions matter functionally, not just as labels. Your escalation policy can alert manager or alert GM, and those actions need to know who those people are.
If positions are wrong, escalations go to the wrong person or nowhere. Worth checking when you first set up routing.

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Who needs access

Anyone who has to act, not just anyone who wants to look:
  • Sales managers — orders, leads, promotions
  • Sales reps — their assigned leads and conversations
  • F&I — financing and protection products
  • Title clerks — titling action items
  • Whoever reconciles — payment reports
Anyone in your lead routing rotation must have an account, or leads will be assigned to someone who cannot see them.

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When someone leaves

1

Remove their access

From team settings.
2

Take them out of the rotation

Otherwise leads keep being assigned to them and go unworked. See lead routing.
3

Reassign their open leads

Reassigning starts a fresh reach-out cycle so nothing sits untouched.