Match a DMS (dealer management system) employee who is not linked to a Volie user, or create a user during assign.

Before you start

To assign unmatched Employees, you need:

An Admin role (Manager, Owner, or Super Admin)
The unmatched employee’s DMS Key and organization
Either an existing Volie user, or the details to create one (First Name, Last Name, Email, Default Role)

Steps

Follow these steps to assign unmatched Employees:

Go to Admin → Employees.
Select Search, set Filter to Unmatched, optionally enter DMS Key or Organizations, then select Search.
On the unmatched row, select Assign Employee.
On Assigning an Employee, leave Use Existing User on to choose User , Job Title , and Department — or turn it off and enter Default Role , First Name , Last Name , Email *, and optional Phone Number.
Select Confirm.

What success looks like

When unmatched Employee assign is complete, the person appears under Filter Matched with User, Email, Department, and Job Title. If assign fails, you will see Unable to assign employee — confirm the user is not already matched and that required fields are complete.

Limitations

Employees has this verified limit:

Admin → Employees has no New Employee action. New employees are created from organization or user screens, or by creating a user in Assigning an Employee.

Common questions

Who can assign unmatched Employees?

Admins with Manager, Owner, or Super Admin access can assign unmatched Employees from Admin → Employees.

Why don’t I see Assign Employee?

Assign Employee appears on Unmatched rows only. Set Filter to Unmatched. Matched rows show Delete Employee and the show (eye) control instead.

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How to assign unmatched Employees