Settings
Dealership settings — account profile, users, territory, and notification preferences.
Settings (Manage your dealership profile and preferences) is where dealer admins maintain account identity, team access, territory context, and alerts. Open from the sidebar footer or View Profile in the account menu.
Account info
The profile section shows the active dealership legal name, tier (Distributor, Reseller, or Sub-dealer), fiscal identifiers, and contact channels used on service paperwork. Keep billing email and phone current so OEM warranty correspondence reaches the right desk.
Admins should verify the account switcher subtitle matches the entity you intend to edit before changing data — Switch Account changes the entire settings scope.
Users
User management links to the same flows documented in Account and users:
- Invite teammates with Invite member / Add New User.
- Assign Admin, Technician, or Support.
- Edit roles or Remove access when someone leaves.
Open Settings
Sidebar → Settings.
Go to Users
Open Users (or Users & Permissions).
Maintain the roster
Search the member table; keep at least two Admin users to avoid lockout.
Technicians appear as Technician on ticket assignment picklists after they are invited.
Territory
Territory settings reflect the geographic contract attached to your dealership:
- Country/region codes drive No-Fly Zones visibility.
- Distributor admins coordinate territory with the Network map and sub-dealer creation.
Most resellers cannot redraw territory in self-service — request changes through your parent Distributor or GTEEX support. Document your assigned states/provinces for field tech scheduling.
See Territory and network for tier and parent relationships.
Notifications
Configure how the dealership hears about operational events (exact labels may vary by release):
- New Support Tickets and SLA breaches.
- Service order status changes (Awaiting Approval, Waiting Parts).
- Warranty batch status updates (Approved, Rejected).
Pair notification rules with the Dashboard KPIs so managers see email/push alerts when counts rise.
Permissions
| Section | Role |
|---|---|
| Account info | Admin (view); some fields OEM-locked. |
| Users | Admin. |
| Territory | Distributor admin (view); changes often OEM-assisted. |
| Notifications | Admin. |
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Last updated Oct 20, 2018