Getting Started Guide

Welcome to BHPHApp

Get up and running with your new DMS in just a few simple steps

In This Guide

• First Time Login• Understanding Navigation• Your Dashboard Overview• User Roles & Permissions• Essential First Steps• Security Best Practices

First Time Login

Accessing Your Account

  1. 1
    Navigate to your dealership's BHPHApp URL

    Your system administrator will provide you with the specific URL for your dealership

  2. 2
    Enter your login credentials

    Use the email address and temporary password provided by your administrator

  3. 3
    Change your password

    You'll be prompted to set a new, secure password on first login

Password Requirements

Your password must contain at least 8 characters, including uppercase, lowercase, numbers, and special characters.

Forgot Your Password?

  1. 1Click the "Forgot Password?" link on the login screen
  2. 2Enter your email address and click "Send Reset Link"
  3. 3Check your email and follow the password reset instructions

Your Dashboard Overview

Key Dashboard Elements

Welcome Message

Personalized greeting and quick system status

Key Metrics Cards

Total inventory, inventory value, vehicles ready for sale, and vehicles in recon

Items Needing Attention

Critical alerts, recon aging warnings, and PSI deadline notifications

Quick Actions

Fast access to common tasks like adding vehicles or customers

User Roles & Permissions

Common User Roles

Sales
CRM, customer management, deal initiation
Finance
Deal structuring, rate charts, loan creation
Collections
Delinquency management, payment processing
Admin
Full system access, user management, settings

Permission Levels

Full Access

All features available

Limited Access

Some sections read-only

Role-Based Access

Features based on job function

Need Additional Access?

If you can't access a feature you need, contact your manager or system administrator to request permission changes.

Essential First Steps

Setting Up Your Dealership

  1. 1
    Complete your profile

    Add your contact information, signature, and preferences

  2. 2
    Configure dealership information

    Update company details, license numbers, and contact information

  3. 3
    Set up rate charts

    Configure OCCC-compliant lending rates and terms

  4. 4
    Import existing data

    Upload customer, vehicle, and loan data from your previous system

For Sales Teams

  • Review available inventory
  • Check pending leads
  • Set up appointment calendar
  • Learn customer entry process

For Finance Teams

  • Review rate chart setup
  • Check pending deal approvals
  • Test deal structuring tools
  • Verify compliance settings

Security Best Practices

Account Security

Use a unique, strong password
Never share your login credentials
Log out when finished working
Lock your screen when away
Report suspicious activity immediately
Keep customer information confidential

Data Protection Notice

BHPHApp contains sensitive customer and financial information. Always follow your dealership's data protection policies and never access information outside your job role.

Still Need Help?

Our support team is here to help you get the most out of BHPHApp

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