--- title: How to Manage General Company Information and User Access description: Learn how to effectively manage your company's general information and user access settings within the Steer platform. 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[Steer General Settings](https://help.steercrm.com/knowledge/admin-settings?hsLang=en#steer-general-settings) March 30, 2026 # How to Manage General Company Information and User Access ## Learn how to manage your company's general information and user access settings within the Steer platform.   **Jump to:**  -\> [Managing General Shop Information](https://help.steercrm.com/knowledge/shop-settings-2#general-tab) -\> [Vehicle Matching](https://help.steercrm.com/knowledge/shop-settings-2#vehicle-match-tab) -\> [Configuring Steer User Access](https://help.steercrm.com/knowledge/shop-settings-2#users-tab) --- ⬇️ 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](https://help.steercrm.com/hs-fs/hubfs/Update%20Company%20Information%20and%20User%20Access%20Settings%20in%20Steer%20-%20Step%200.png?width=670&height=374&name=Update%20Company%20Information%20and%20User%20Access%20Settings%20in%20Steer%20-%20Step%200.png)   ### **General** 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](https://help.steercrm.com/hs-fs/hubfs/Update%20Company%20Information%20and%20User%20Access%20Settings%20in%20Steer%20-%20Step%201.png?width=670&height=331&name=Update%20Company%20Information%20and%20User%20Access%20Settings%20in%20Steer%20-%20Step%201.png) ### **Vehicle Matching** 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. - You can match the vehicle to an existing Steer Year, Make, and Model, or you can create a brand new Vehicle type. To learn more about Vehicle matching, [click here](https://help.steercrm.com/knowledge/manual-vehicle-matching-in-steer?hsLang=en). ### **Users** Manage user access in this area via the following tools: - Add a User - Adjusting Site Roles - Configure Across Locations - Delete a User ![Update Company Information and User Access Settings in Steer - Step 8](https://help.steercrm.com/hs-fs/hubfs/Update%20Company%20Information%20and%20User%20Access%20Settings%20in%20Steer%20-%20Step%208.webp?width=670&height=331&name=Update%20Company%20Information%20and%20User%20Access%20Settings%20in%20Steer%20-%20Step%208.webp) #### **Adding a User** 1. To add a user click "+Add User". 2. Enter the required 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](https://help.steercrm.com/hs-fs/hubfs/Update%20Company%20Information%20and%20User%20Access%20Settings%20in%20Steer%20-%20Step%208.png?width=670&height=331&name=Update%20Company%20Information%20and%20User%20Access%20Settings%20in%20Steer%20-%20Step%208.png) #### **Adjust Site Role (User Permissions)** By default, a user is added as a "Messenger". This means they have the lowest permission level. 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](https://help.steercrm.com/hs-fs/hubfs/Update%20Company%20Information%20and%20User%20Access%20Settings%20in%20Steer%20-%20Step%2010.png?width=670&height=331&name=Update%20Company%20Information%20and%20User%20Access%20Settings%20in%20Steer%20-%20Step%2010.png) #### Configure Access Across Locations If you manage multiple locations under one Steer Tenant 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](https://help.steercrm.com/hs-fs/hubfs/Update%20Company%20Information%20and%20User%20Access%20Settings%20in%20Steer%20-%20Step%2012.png?width=547&height=270&name=Update%20Company%20Information%20and%20User%20Access%20Settings%20in%20Steer%20-%20Step%2012.png) ![Update Company Information and User Access Settings in Steer - Step 14](https://help.steercrm.com/hs-fs/hubfs/Update%20Company%20Information%20and%20User%20Access%20Settings%20in%20Steer%20-%20Step%2014.png?width=520&height=257&name=Update%20Company%20Information%20and%20User%20Access%20Settings%20in%20Steer%20-%20Step%2014.png) #### Delete a User To delete a user, simply click the checkbox beside their name and select delete. ![Update Company Information and User Access Settings in Steer - Step 15](https://help.steercrm.com/hs-fs/hubfs/Update%20Company%20Information%20and%20User%20Access%20Settings%20in%20Steer%20-%20Step%2015.png?width=670&height=330&name=Update%20Company%20Information%20and%20User%20Access%20Settings%20in%20Steer%20-%20Step%2015.png) - 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