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Your Settings

User & Location Preferences

David avatar
Written by David
Updated over 3 months ago

The Settings page is where you manage everything related to your user profile, dealership access, inventory syncing, and account preferences.

It’s split into two tabs: User Settings (for individual preferences) and Location Settings (for dealership-level management, available only to manager users).

👤 User Settings

Manage your personal contact info, notifications, and the dealerships you belong to.

  • User Details
    Edit your name, email, cell phone, and office phone — this info is shared when connected with another dealer.

  • Your Locations
    View the list of dealerships you're associated with. You can be part of multiple locations.

  • Notifications
    Customize what alerts you get (New Listings, Hotsheet Matches, Offers & Connections) and how they’re delivered.

🏢 Location Settings

Only accessible to dealership managers. Controls licenses, inventory sync, and team permissions.

  • Dealership Details
    View your dealership’s name, address, phone, website, and account creation date.

    • Contact support to update these fields.

  • Dealership License
    View all licenses on file for your dealership.

    • Add new licenses

    • See type (RV, Boat, etc.), license number, state, expiration, and status (Pending, Active, Expired)

    • Contact support to edit or remove a license

  • Dealership Inventory
    Displays sync or upload activity for your dealership's inventory.

    • Click Inventory Sync to view FTP credentials

    • See import type (File Upload, FTP Sync), last run date, number of units, and status (e.g., Mapping Required, Shipshape)

  • Dealership Access
    Add or manage users for your dealership.

    • Click Add New User to invite someone

    • Invitees with accounts are added upon email verification

    • New users will be prompted to sign up first

    • Promote, revoke, or delete users as needed

    • Only managers can view or use this section

  • Saved Payment Details
    Store your preferred payment instructions to quickly share after connecting with another dealer.

  • Saved Delivery Details
    Store standard delivery instructions to simplify repeat communication.

  • Billing
    Shows your current subscription plan and links to your Stripe-managed billing portal.

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