Update a team member's details and permissions, reset their password, or remove their access when they leave the dealership.
Before you start
You need a role with user management permission, for example Gerente General, Gerente de Ventas or Admin.
You can only create or edit users whose role is below yours.
Sign in to Centrio with your email and password. You'll land on the Consola del Distribuidor.
In the sidebar, under Configuración, click Config. Admin (1).
Open the Gestión de Usuarios tab (2).
Managing several dealerships? Pick one in the sidebar's dealership selector to see Config. Admin. With Todos los distribuidores selected, go to Configuración › Usuarios instead.
Type their name in Buscar (search) to find them quickly.
On their row, open the ⋮ menu in the Acciones column and choose Editar Usuario.
Change what you need: name, email, phone, Salesforce user ID, role (1), dealership, branch or brands.
Click Guardar Cambios (2).
If you change their email, from then on they must sign in with the new email.
If your brand uses Salesforce, make sure their Salesforce user ID matches the one they have in Salesforce exactly. It's mandatory: without it, their synced leads and opportunities aren't assigned to them.
Can't see the Acciones column? On smaller screens, scroll the table to the right.
Editar Usuario: change their details, role, dealership, branch or brands.
Enviar Invitación: resend the invitation email, for example if it didn't arrive.
Restablecer Contraseña: generate a temporary password you must share securely. They'll have to change it when they sign in.
Desactivar: removes their access immediately. Their history is kept and you can reactivate them with Activar.
Eliminar Usuario: removes them from your team. It can't be undone, and isn't available if the user has reservations or sales on record.
Open the ⋮ menu and choose Restablecer Contraseña.
Confirm to generate the temporary password.
Copy the password and share it with the user through a secure channel. You won't be able to see it again after closing the window.
We recommend deactivating them instead of deleting them: they lose access immediately, but their history (sales, reservations and activities) is kept and you can reactivate them anytime.
Find them, open the ⋮ menu on their row and choose Desactivar.
Confirm with Desactivar.
Their status changes to Inactivo. To restore access, open the ⋮ menu and choose Activar.
I can't edit a person or assign them a certain role. You can only edit users and assign roles below your own.
There are no actions on my own user. For security, you can't deactivate, delete or reset the password of your own account from here.
It won't let me delete a user. Users with reservations or sales on record can't be deleted. Deactivate them to remove access without losing their history.
An advisor doesn't see their Salesforce leads or opportunities. Use Editar Usuario to check their Salesforce user ID matches the one in Salesforce exactly.
The user didn't receive the invitation. Check the email (fix it with Editar Usuario), ask them to look in spam, and use Enviar Invitación.
To add a new person, see the article How to create a user in Centrio.
