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How to Manage General Company Information and User Access

Learn how to manage your Steer shop information and User Access. 

Learn how to effectively manage your company's general information and user access settings within the Steer platform. This guide will walk you through updating essential details and configuring user permissions to optimize your experience.

Jump to: 

-> Managing General Shop Information

-> Vehicle Matching

-> Configuring Steer User Access

⬇️ Watch the quick tutorial below 👀

 

 

Access

To access Settings, click the Settings toggle in the left navigation. 

Update Company Information and User Access Settings in Steer - Step 0

 

General Tab

Update the following information about your shop on the General Tab:

  • Logo (this logo will be used for your email campaigns). 

  • Company Name and Phone Number

  • Business Operating Hours

  • Mailing Address

  • Social Media Links

Update Company Information and User Access Settings in Steer - Step 1

Vehicle Matching Tab

Vehicles is the second option under Company in Settings. 

On this page, you can view the unknown vehicles. These are vehicles that Steer was unable to automatically match to a known vehicle make/model. 

  • 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. 

To learn more about Vehicle Matching, Click Here. 

Users Tab

Users is the third option under Company in Settings. Manage user access in this area via the following tools:

  • Add a User

  • Adjusting Site Roles

  • Configure Across Locations

  • Deleting a User

Update Company Information and User Access Settings in Steer - Step 8

Adding a User:

  1. To add a user click "+Add User".

  2. Enter the require information and click "Invite."

  3. The user will receive an email to create their password and login. 

Update Company Information and User Access Settings in Steer - Step 8

Adjust Site Role (User Permissions)

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. 

  1. Click the current site role to select a different site role for the user. 

Update Company Information and User Access Settings in Steer - Step 10

Configure Access Across Locations

If you manage multiple locations under one Steer Tennant you can configure user access across locations making it easy to add, delete, and configure users.

  1. To add a user to multiple locations click "Configure Access Across Locations."

  2. Configure the user's site role and the locations you would like them to have access to using the selected site role.  

Update Company Information and User Access Settings in Steer - Step 12
Update Company Information and User Access Settings in Steer - Step 14

Deleting a User

To delete a user, simply click the check box beside their name and select delete.

Update Company Information and User Access Settings in Steer - Step 15

Please reach out to Customer Support if you have any questions.

  • Click the ? when in the Steer platform to chat with our support team!