The personal and organization settings of the dealership
Settings holds the personal preferences of each team member and the configuration of the dealership. Opening Settings replaces the dashboard menu with the settings menu.
Select Settings in the sidebar. The dashboard opens the first section that the signed-in team member may use. The Profile section also opens from the user menu.
The settings menu lists only the sections that the signed-in team member may open. A section that is missing from the menu requires a different role or permission.
| Menu group | Section | Purpose | Listed in the menu for |
|---|---|---|---|
| Personal | Profile | Name, photo, phone number and email status of the account. | Every signed-in account |
| Personal | Notifications | Channels and events for the notifications of the account. | Every team member |
| Organization | Company | Name, logo, country, currency and time zone of the dealership. | Every team member. Only the owner can change the details. |
| Organization | Team | Members, roles and pending invitations. | Every team member. Inviting and role changes need a permission. |
| Organization | Billing | Plan, usage, billing history and cancellation. | The owner |
| Organization | Permissions | The permissions of the manager and staff roles. | The owner and managers. Only the owner can change them. |
| Organization | Integrations | Outside services that the dealership connects to. | The owner |
| Organization | Storage | The files that the dealership stores and the remaining allowance. | Every team member |
| Organization | Watermark | A logo watermark for car photos on the customer and partner portals. | The owner |
| Finance | Invoices | Invoice settings of the dealership. | Roles that may update invoices |
| Finance | Transaction Templates | Templates for recording transactions. | Roles that may update transactions |
| Tasks | Task Checklists | The checklist that each kind of task starts with. | Roles that may update tasks |
The owner and managers may update invoices, transactions and tasks by default. The owner can also grant the invoice and task update permissions to staff in Permissions.
The dashboard has three roles. The owner is the person who created the dealership. A manager runs the team and the daily work. A staff member works on tasks and has the fewest permissions by default. The permissions guide lists the defaults and the changes that the owner can make.