Inviting your team
Send invites by email. Auto-accept on login. Three roles, plus custom roles if you need them.
Autopilot is built for teams of any size — solo dealer principals, two-person yards, big multi-brand sites. You invite by email; the invite auto-accepts when the person logs in.
How to invite someone
Settings → Team → Invite member.
Enter their first and last name, email, pick a role, and send. They get an email with a link. If they already have an Autopilot account, the invite auto-accepts on their next login — no link clicking required.
- Up to 25 pending invites at a time per dealership.
- Invites expire after 7 days. Resend from the team page to issue a fresh one.
- One pending invite per email — sending a new one revokes the previous.
- Names are required. Pending members keep the invited name, and that name is passed into the signup flow when they accept.
The three default roles
| Role | What they can do |
|---|---|
| Owner | Everything. There's exactly one owner per dealership; you can transfer ownership in Settings. |
| Manager | Approve deals, see all financials, manage targets, invite people, change settings. |
| Salesperson | Write their own deals, see their own pipeline, see only their own financials by default. |
You can change a member's role any time from the team page. You can also deactivate a member — they lose access but their deal history stays attached to them.
Custom roles
If "salesperson" and "manager" don't capture your real org chart — say you have a finance manager who needs full visibility into financials but shouldn't approve sales — create a custom role.
Settings → Permissions → New role.
Clone an existing role as a starting point, then toggle individual permissions on or off. You can hide specific deal fields (e.g. cost price), restrict access to specific sales channels, or give read-only access to a feature. See Roles & permissions for the full breakdown.
Sales channel access
Even within a role, you can restrict who sees which sales channels. A used-car salesperson shouldn't see new-car deals, and vice versa.
Settings → Team → click a member → Sales channels.
Tick the channels they're excluded from. Their sales log, pipeline, and reports will only show the rest.
What happens when someone leaves
You don't delete them — that would orphan every deal they ever wrote. Instead:
- Deactivate the member from the team page.
- They lose login access immediately.
- Their deal history stays intact and still shows their name.
- You can reactivate them later if they come back.