Working at multiple dealerships

If you work across more than one dealership — a dealer principal who owns two yards, a salesperson covering two sites, a finance manager seconded to a sister branch — you don't need separate logins. One Autopilot account, multiple memberships.

How it works

Each dealership invites you separately. When you accept the second invite, your account picks up a second membership. From then on, every screen in Autopilot is scoped to whichever dealership you currently have selected.

The dealership switcher

Top of the sidebar, just under your dealership logo. Click it to see every dealership you have access to. Pick one — every screen reloads in that dealership's context.

The switcher remembers your last-used dealership. Next login, you land in the same one.

Different role at each

Your role can be different at each dealership. You might be owner of one yard and salesperson at a friend's yard where you do finance broker work on the side. The role is set per membership.

When you switch, the UI re-renders for the role you have at the new dealership — different sidebar items, different settings access, different action items.

Accepting a second invite

The first time someone invites you to a second dealership:

1. They send the invite to your existing email.
2. You click the link in the invite email (or just log in — invites auto-accept).
3. The second dealership appears in your switcher immediately.

If you'd rather use a separate email for the second dealership (e.g. one personal, one work), accept the invite with that email — Autopilot treats them as separate accounts.

Notifications across dealerships

Notifications are per-dealership. If your second dealership has a deal awaiting your approval, you'll get the email even when you're working in your first dealership. The notification includes a "Switch to [Dealership Name]" link.

In-app, the dealership badge on the switcher shows the count of pending items across all dealerships you don't currently have selected. So you can tell at a glance "ah, my other yard has 3 things waiting".

Leaving a dealership

To stop being part of a dealership, ask its owner or manager to deactivate your membership. They can do this from Settings → Team.

You can't leave a dealership yourself (yet) — that's a deliberate guardrail because deactivation can affect deal ownership and we want a manager to do it.

Multi-dealership orgs

If you own multiple dealerships and want one dashboard that aggregates across all of them, you want organisations rather than just multiple memberships.

An org sits above your dealerships and gives you an org-admin view: total deals, total revenue, top salespeople across the group, per-dealership breakdown.

See Organisation oversight for setup. Most independent multi-yard operators use orgs; smaller operators with two related yards just use the multi-membership pattern above.