Add users Change Passwords Edit user information Activate/Deactivate Users (Enable/Disable UserID s) Figure 1
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1 Dealer Security Official (DSO) Management Program The DSO program was created so that every dealership security official can manage their own dealership user accounts. By default, the FIN UserID at your dealership will have access to the DSO program. Note: In some cases, the FIN UserID is shared by two or more users. If this is the case, you may want to create a new separate Security Official UserID for your dealership. (See instructions on page 9 of this manual.) Management items include: Add users Change Passwords Edit user information Activate/Deactivate Users (Enable/Disable UserID s) Figure 1 Login as a user with DSO authority initially this is your FIN user (example is d01540fin) Options: Create New Users Search for Users 1
2 Create New User (click on Create New User) Fill in First Name, Last Name. DSO Authority should be left as default None (1) unless you are creating a backup Security Official for the dealership. Figure 2 Choose Role from drop down (2): SAL, SLM, SER, FIN The identifier field is used to identify the user you are creating. This is limited to three alpha/numeric characters so using 001 or JLA (persons initials) or any alpha/numeric combination is acceptable. (3) Enter a valid address in the address field. Note: The password will be ed immediately after completion to this address. See Figure 3. Password and Confirm Password: Make sure you enter the same password for both fields. Note: Passwords must meet the Winnebago Industries password requirements as specified on page 7. 2
3 Figure 3 (see above example) is sent to the newly created user with the password. At the first successful login, this user will be forced to change their password. See password rules on page 7. The newly created user will be able to login with proper credentials after 10 minutes of creation time. Please note that users (FIN, SLM, SAL) will not be able to use the motor home configurator or view motor home price sheets until the next day. 3
4 Search for Users (click on Search for Users) To view all users at your dealership, click on the Search button. If you want to find a certain user, fill in any of the field(s) available to narrow your search. Figure 4 4
5 Figure 5 Click on the radio button to the left of the user you want to modify and click on the Select User button. 5
6 Figure 6 You can Activate/Deactivate a user (1) NOTE: UserID s cannot be deleted only deactivated. User information can also be modified (First name, Last Name, address, DSO Authority). After all modifications are complete, click on the Update button (2). 6
7 To Change User Password Click on the Change Password button and type in new password in Password box and Confirm password box. Then click on Update button. Winnebago Industries, Inc. password requirements: 1. Your New Password must be at least 6 characters long. 2. It must include at least one letter and one number. 3. It may not have more than two repeated characters. 4. Your New Password must not be the same as your Old Password. 5. It cannot be the same as your userid (d01540serjla). Note: To the left of the Change Password button, you can see the date when the password was last changed. (Passwords must change every 365 days each user will be prompted to change their own password.) Figure 7 7
8 Whenever the security official changes a UserID password, the user is sent an with the changed password. (see below sample) NOTE: It is very important that you verify that each UserID has a valid address in the address field. This can be verified before clicking the Update button (see Figure 7). If the UserID is a shared ID at your dealership, the address should be set to the security official s address. When the security official receives the password change , they must login as that user and change the password. They should then notify all employees using this shared UserID of the new password. At the first successful login, this UserID will be forced to change their password. See password rules on page 7. Figure 8 8
9 Create a new or backup Security Official UserID In some dealerships, the FIN UserID is shared by two or more users. If this is the case, you may want to create a new separate Security Official UserID for your dealership. You can make an existing user a DSO administrator simply by editing their account (Figure 7) and changing the DSO Authority field from None to N Normal Authority. Or you can create one: In the example below, a new user was created Security Official John Adams with N Normal Authority he has SLM Sales Manager role and Identifier is JA. In the below example, John s login will be D01540SLMJA and will be ed his UserID and password. Note: A backup Security Official for every dealership is recommended. This allows passwords to be reset when the primary Security Official is not available. Figure 9 9
10 Disable Current FIN UserID as DSO You may want to disable the default FIN from being the DSO. Search for all users (see Figure 4) In the example below D01540FIN. Notice this user has the N (Normal) in the Auth column. To take away the DSO program for this user, click on the radio button in left column and click on Select User button. Figure 10 10
11 Click on DSO Authority and choose None. Click on Update. Click on Back to List button. Figure 11 11
12 The D01540FIN user is no longer a DSO at the dealership. (No authority shows as blank see red arrow below.) Notice three lines above that John Adams is now a DSO for this dealership there is an N in the Auth column. NOTE: The next time the D01540FIN user logs in, the DSO tab will not show up on their left navigation bar. Figure 12 12
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