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Shopmonkey HQ: Settings

Ashley Bennett
  • Updated

Select the Settings icon on the left-side navigation bar.

HQ settings icon

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.

HQ use logo for all locations

User Roles

View and manage user roles used throughout the company.

HQ user roles

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.

HQ user roles settings

 

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.

 

Payment Methods

Toggle on Corporate Managed to control whether shop locations can enable or disable payment options including ACH Payments, Sunbit, and Affirm. When enabled, this prevents individual locations from turning off a payment method that is mandated by HQ.

HQ payment methods settings

For each payment method, select the setting:

  • Always On: enables the payment option for each location; locations cannot disable it
  • Always Off: disables the payment option for each location; locations cannot be enabled
  • Optional: allows locations to individually enable or disable the payment option

 

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.

HQ customers data sharing

 

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

 

Inventory

An inventory catalog is a comprehensive and organized list of all the parts, tires, and other items that the shop keeps in stock. This feature enables multi-location parts managers to provide and manage a central data set, which allows technicians, service advisors, and single-location parts managers to all pull from standardized data.

Enabling Shared Inventory in your shop requires that you be fully educated on the feature and its functions. Please reach out to your account manager to discuss implementing this feature.

 

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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Still have questions? Feel free to reach out to us through the chat icon. Thanks for reading!

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