Each mfldirect buying account has a primary contact, who controls access for each team member.
They have full access to mfldirect and can add team members to the dealership account, decide on the right level of access for them as well as removing access for anyone that no longer needs it - all without having to call us.
Set the right permissions for your teams
Access to mfldirect is based on permissions – what a person needs to do in mfldirect - and you can select any combination of permissions that is right for your colleagues. This allows you to flexibly manage who has access to credit and buying for your account.
Every mfldirect profile has up to four permissions, and you can assign any, or all of them, depending on what your colleagues need to do:
- Access - log in to your dealership and do everything apart from buying vehicles (everyone has this permission)
- Buy - buy a vehicle and choose collection or delivery
- Manage Profiles - authorise and manage all mfldirect profiles at the dealership
- Manage Dealership - choose who will receive order confirmation emails
Important - if you have team members working across multiple dealerships, you need to set up the relevant permissions for each dealership.
Where do I manage team profiles?
Click on your Account Profile in the top bar, and select Manage Account. From there, click on Manage Profiles and Dealership.
If this option isn't available, you might not have the right permissions to manage profiles. If so, get in touch with your dealership's primary contact. If you are not sure who that is, please call the Customer Support team on 0370 6000 288.
How to manage profiles
Once you are on the Manage Profiles and Dealership page, scroll down to the Manage User Profiles section to see the details of all people with access to the account, and the permissions they have.
We recommend that you regularly review the profiles associated with your dealership, so you can make sure that the right people have access to your account and credit.
Add people
To add a new team member to your dealership:
- Click Add User
- Enter the email address or the username of the person you want to add and click the Add button.
- Configure your team member's profile by selecting and toggling on the permissions they need
- Click Send Invite
They will receive an email confirming their invite.
- If they do not already have a profile, they will be invited to set up a new one
- If they have an existing profile, we will set them up with the permissions you have chosen for them
Update someone's permissions
You can update someone's permissions at any time you want.
Find the right profile by scrolling or using the Search Users box. Then toggle on or off relevant permissions, and we will take care of the rest.
Remove access
It's easy to remove access for people that no longer need it.
Find the right profile by scrolling down or using the Search Users box.
When you have found the relevant profile, click on the bin icon on the right and click to confirm you want to remove this profile.
Their profile will then be removed from your dealership's account.