Buyer and Seller users need to establish a link between their online Auction Edge account and your specific AMS (auction management system), so that they can join simulcast events, represent their cars, use reports, and so much more. We call this very important link a “Handshake”.
Without a handshake at your auction, a user has no ability to buy, rep their cars to sell, or do business online with you at all.
You can see the list of Handshakes that a user has here:
Managing/Adding Member Handshakes
When a Buyer or Seller first signs up on EDGE Pipeline or and EDGE Lookout site, they are walked through a wizard that helps them establish their own handshakes. However, situations may arise where you need to assist your customer with managing / creating a Handshake.
Accounts with AuctionACCESS (buyers)
If your auction uses AuctionACCESS and requires it for your buyers, then managing buyer Handshakes is done through AuctionACCESS.
Steps to ensure a user has a handshake with your auction via AuctionACCESS -
- Login to EDGE Admin
- Search for their account on the Members page
- If you can’t find the member, use the Import Member feature
- If you can’t find them to be imported, you can create an account for them, or ask them to sign up on EDGE Pipeline / EDGE Lookout.
- On their member page, look to see if they have AuctionACCESS added their Auction Edge account.
- If needed, add AuctionACCESS to their Auction Edge account
- As long as they are in good standing all AuctionACCESS paperwork is in order, you will now see they have an approved Handshake(s) on their Member page
- If the Handshake doesn't pop in right away, you can click "Recheck for Handshakes" on the member page. Additionally, the website will check AuctionACCESS for any changes / updates to Handshakes each time the member signs in. This includes sign-ins to EDGE Pipeline or any EDGE Lookout site.
Accounts without AuctionACCESS (sellers)
If your auction needs to grant access to Seller Reps who won’t have an AuctionACCESS number or you don’t use AuctionACCESS for your buyers, then you can create a Manual Handshake.
Steps to create a manual handshake with your auction -
- Login to EDGE Admin
- Search for their account on the Members page
- If you can’t find the member, use the Import Member feature
- If you can’t find them to be imported, ask them to sign up on EDGE Pipeline.
- On their member page, click the “Manage Handshakes” link on the lower right.
- Click on the “+” in the lower right corner to add a new Handshake.
- Type in their Dealership Number from your Auction Management System (AMS).
- For Sellers: When setting up a Seller Representative, when the Dealership Information box appears, select the “Seller Only / There is no representative for this member" option, then click "Save Changes." You have successfully created a manual Seller-only handshake and can exit the page.
- For Buyers w/o Auction ACCESS: If you see this user’s name listed as a “Possible Representative”, select their name and click “Link To Member”. You will now see that Handshake listed on the users Member page. You have successfully created a manual Handshake. This handshake will allow the user to buy and sell via simulcast.
- If you do NOT see the users name listed as a “Possible Representative”, but they should have privileges to buy and sell, click "Add Representative” to create a new rep option.
- Type the representative's name exactly as it appears in the AMS and their Rep Number from your AMS. Click “Add”.
- Now you have created a new valid Representative option. Select it, and then “Save Changes”.
- You have now successfully created a manual handshake to allow the user to buy and sell via simulcast.
- The videos below depict the process described above to add a Rep (with buying and selling privileges) without AuctionACCESS.
- If you do NOT see the users name listed as a “Possible Representative”, but they should have privileges to buy and sell, click "Add Representative” to create a new rep option.
Adding a rep not listed:
View after a rep has been added: