Manage general company information and user access.
Access
To access Settings, click the Settings toggle in the left navigation.
General Tab
Update company name, phone number, business operating hours, and/or logo. This logo will be used for your email campaigns.
Vehicle Data Tab
Vehicles is the second option under Company in Settings.
On this page, you can view the unknown vehicles.
- These are vehicles from your shop's invoices that don't match Vehicle Year, Make, and Model in Steer CRM.
- You can match the vehicle to an existing Steer CRM Year, Make, and Model or you can create a brand new Vehicle type.
Users Tab
Users is the third option under Company in Settings.
Add & Delete and manage user access.
- To add a user click "+Add User". Enter their email and click save. They will receive an email to reset their password and login.
- By default, a user is added as a "Messenger". This means they have the lowest levels permissions. View Site Roles Description for information on what each site role type can access.
- Click the "Messenger" to select a different site role for the user.
- To add a user to multiple locations click "Configure Access Across Locations"