/docs/settings/overview
Settings overview
Configure the dealership once — every module pulls from here.
Purpose
Settings is the source of truth for legal identity, tax, integrations, audit, and AI policy. Incomplete Settings causes broken BOS headers, failed email, and embed blocks.
Core pages
| Setting | Route | Doc |
|---|---|---|
| Business profile | /settings/business | Business settings |
| Locations | /settings/locations | Locations |
| Users & roles | /users, /roles | Roles & users |
| Subscription / billing | /settings/subscription | Subscription & billing |
| Integrations | /settings/integrations | Settings — integrations |
| Website & embed | /settings/website | Website embed |
| API keys | /settings/api-keys | Embed & API |
| Accounting export | /settings/accounting | Accounting export |
| Audit | /settings/audit | Audit & retention |
| Retention export | /settings/retention | Audit & retention |
| AI governance | /settings/ai-governance | AI governance |
| Reviews | /settings/reviews | Reputation surfaces when enabled |
Setup order (new dealership)
- Business — legal name, address, licence, HST.
- Locations — lots / stores if more than one yard.
- Users & roles — invite staff with least privilege.
- Subscription — confirm trial / plan status.
- Integrations — only what you use day one (Carfax, Resend, Stripe).
- Website — embed when marketing site ready.
- AI governance — after operator enables Flash AI.
Permissions
- Admin — all settings.
- Manager — business read; some integrations edit.
- Sales — profile only; no integration secrets.
Canadian notes
- HST/GST number on Business settings drives BOS and invoice headers — verify with accountant when registering new BN.
- OMVIC / VSA licence fields are display + organizer — renewal is your process.