How to login and use Dealer Self-Service portal

How to login and use Dealer Self-Service portal


Notes
Dealer Self-Service is designed to assist Dealers, Distributors, and Head Office (HO) users. This platform provides comprehensive documentation covering various functionalities, process modules, articles, and Standard Operating Procedures (SOPs) to ensure error-free use of the DMS.


To proceed, Dealer users and HO users should follow these steps:

Section 1: Access of Self-Service


Step 1: In order to access the Self-Service, you are requested to login to portal using your email-id and password. 


 

If you are a new user, you need to create a new account by clicking on Sign up. Enter your e-mail id, choose a password and enter the captcha. 



Notes
 - If you're unable to access the Self-Service Portal due to an error or validation message blocking the site, please contact your system administrator for assistance.
- Recommended browser for Dealer Self-Service is Microsoft Edge and Google Chrome. 

Section 2: Dashboard


Step 1: Once logged in user will be able to see the dashboard (Homepage) wherein user can go into "Knowledge Base".



Section 3: Knowledge Base (Viewing and Searching of the document)


Step 1: Dealer users can access SOPs and articles on various modules like Administration, CRM, Parts and Vehicle



Step 2: There is global search available at the top center where you can type what you are searching for. Please refer below screen shot.


Step 3: You can type a keyword to search for the documents in any module 


Step 4: User can click on any document which is required and download the PDF or can view the document from this Self-Service. 


Step 4: On the right you will see the other documents available.



Section 4: Logging Ticket

Step 1: User can now log a ticket directly from the Self-Service. To add tickets, you need to scroll down through the home page and click on "Submit Ticket".



Step 2: A ticket form will open to submit the request. You are requested to fill in the details. 



Step 3: While typing subject on the right-hand side system will show related articles. You can select the article to view the same.



Step 4: User can attach the file which should be consist of errors/validations/queries etc. Post filling all details users can submit the ticket and wait for the resolution.