Setup and settings — start here

Modified on Mon, Oct 19 at 3:50 PM

How your dealership is set up, what that changes on your screens, and who can change it.

Start here

WHAT YOU NEEDWHERE TO GO
Understand why your screens differ from another store’sWhat your dealership can change, and what we change for you
Know how your orders reach DealerWorksHow DealerWorks works with your DMS
Look up a word you have seen on screenWords you will see in DealerWorks
Change what someone at your dealership can doChange what someone can do

The short version

Something that looks missing is a setting or a permission. Departments, payment types, limits, what your customer sees when they pay online and what things are called are all configured for your dealership rather than fixed in the product.

Most of that configuration is changed by DealerWorks, at your account administrator’s request. Users and permissions are the exception: your administrator, or anyone at your dealership with permission to manage users, can change them. Otherwise, contact DealerWorks Support. To grant a permission, the request has to come from, or be approved by, your dealership’s DealerWorks administrator. Removing one doesn’t need that approval.

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