Select the Settings icon on the left-side navigation bar.
Manage company settings including Account Settings, Shop Settings, Data Sharing, and Integrations.
Account
Manage Profile and User Roles settings in the Account section of the settings page.
Profile
Add your company information and logo on the profile page. Check Use for all locations on the logo if you’d like this to auto-populate for all company locations.
User Roles
View and manage user roles used throughout the company.
Select Customize to decide which data is visible in the table.
Role
Description
HQ Access: Yes/No, whether or not users with this user role assigned has access to login to HQ
Visible in Shop: Yes/No, whether or not his user role can be viewed at individual locations when assigning a user role to a user
Assigned To: Number of users this user role is assigned to
Type: Either System or Custom
System: An auto-populated user role, commonly used in companies
Custom: A customized role created by someone at your company
Active: Toggle on or off to make an active user role in your company
User Role Settings
Select the Settings tab. Toggle on or off Corporate Managed User Roles. When this is toggled on, this HQ account will manage roles for all locations at the company. The roles you create in HQ are only inherited by the locations directly owned by this HQ company.
Shop Settings
Manage General Settings and Pricing Matrices in the Shop Settings section of the settings page.
General Settings
Manage your shop’s general settings for standardization across company locations.
Document Footers
Clearly state your company’s terms and conditions on estimates and invoices sent to your customers. By default, Document Footers are managed by shops and are unique per location. Toggle on Corporate Managed to enable corporate management to standardize across locations.
Pricing Matrices
Use pricing matrices to systematize your parts markup and streamline your profits. Pricing Matrices created in HQ will be available for company locations.
Check out our help article Add A Pricing Matrix to learn more.
Data Sharing
Customers
Enable Data Sharing for customers, fleets, and vehicles across locations within your company. Please Note: The data that can be shared across your organization varies depending on your company structure.
Editable
Editable items are shared and editable by all locations.
Primary info
Notes & Labels
Referral Source
Payment Terms
Deferred Services
Mileage & PSI Logs (Vehicles only)
Transactions & Statements
QuickBooks
Default Settings (Labor Rate, Labor Matrix, and Pricing Matrix)
View Only
View Only items are shared with all locations, but only editable by the location that created them.
Appointments
Messages
Order History
Integrations
API Keys
Check out our help article Shopmonkey API to learn more.
Webhooks
Check out our help article Webhooks to learn more.
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