Settings & staff access
Configure your dealership, email and defaults; manage staff permissions, subscription billing and Wallet.
Start here
Section titled “Start here”- Open and save Settings
Find the right setting, make a deliberate change and confirm what was saved.
7 min read · Video walkthrough
Dealership setup
Section titled “Dealership setup”- Update dealership profile
Review the dealership identity and update tax information or the local timezone.
4 min read · Video walkthrough - Update dealership logo
Upload, replace or remove the dealership logo used on customer-facing vehicle pages.
4 min read · Video walkthrough - Manage dealership phone numbers
Distinguish directory phone numbers from the dedicated CRM messaging number and update an existing directory entry.
5 min read · Video walkthrough - Get or release a CRM phone number
Choose a dedicated calling/texting number, review its quote and status, or release the existing number deliberately.
8 min read · Video walkthrough - Set dealership working hours
Set each day to Open, Closed or By Appt and verify the saved operating hours.
4 min read · Video walkthrough - Configure your website
Set the dealership website address and choose whether incomplete available listings stay off the public website.
4 min read · Video walkthrough
Inventory and deal defaults
Section titled “Inventory and deal defaults”- Choose stock number format
Choose the default format used for new stock numbers and verify the saved choice.
5 min read · Video walkthrough - Set inventory defaults
Set the default vehicle description and review whether manual Sold status is allowed.
5 min read · Video walkthrough - Manage cost types
Create or rename a vehicle-cost category and remove unused custom categories carefully.
5 min read · Video walkthrough - Configure Deal defaults
Set retail and wholesale forms, fees, comments, guarantee defaults and deal-entry requirements.
10 min read · Video walkthrough
Leads and team workflows
Section titled “Leads and team workflows”- Configure lead assignment
Choose manual assignment, one coordinator or a working-day participant group for new leads.
6 min read · Video walkthrough - Configure lead automation
Set new-message replies, response expectations, escalation, reassignment and quiet-lead follow-up.
12 min read · Video walkthrough - Configure AI Assistant
Set the assistant’s displayed identity, tone, instructions and response language.
5 min read · Video walkthrough - Configure task escalation
Choose the grace period and default escalation contact for overdue tasks.
5 min read · Video walkthrough - Manage task templates
Find a saved recipe, control whether staff can choose it and manage its categories without confusing templates with created tasks.
8 min read · Video walkthrough - Configure appointment settings
Review the unresolved waiting period, appointment lengths and customer booking times without changing existing visits unintentionally.
6 min read · Video walkthrough
Email and connections
Section titled “Email and connections”- Connect dealership email
Set up a Quick Start dealership email address and verify the active configuration.
6 min read · Video walkthrough - Set up email on your domain
Add the exact DNS records shown for your dealership and verify the email configuration.
9 min read · Video walkthrough - Pause, resume or release dealership email
Choose a reversible pause or a deliberate release, and verify the resulting email status.
6 min read · Video walkthrough - Fix dealership email setup
Distinguish setup failure, pending DNS, degraded records, pause and suspension, then use the matching recovery.
6 min read · Video walkthrough - Configure inventory integrations
Review connected listing services and choose manual or automatic handling of incoming inventory feeds.
5 min read · Video walkthrough - Connect a lead source email
Generate and copy the correct inbound address for a lead-capable provider, or remove an unused source.
5 min read · Video walkthrough
Billing and Wallet
Section titled “Billing and Wallet”- Review your subscription and invoices
Check the active plan, next charge, payer, payment state and available invoice documents.
8 min read · Video walkthrough - Change your subscription plan
Review what starts now, what changes at renewal and the exact amount due before confirming a plan change.
7 min read · Video walkthrough - Manage billing cards and details
Add or change the default subscription card and update the billing contact through the secure billing page.
5 min read · Video walkthrough - End or keep your subscription
Read the final access date and consequences before ending a paid subscription or trial, and verify a keep/resume action.
6 min read · Video walkthrough - Review wallet balance and usage
Read the AI wallet’s credits, paid funds, usage totals, activity and zero-balance fallback.
8 min read · Video walkthrough - Add funds to your wallet
Review the amount and card, confirm one top-up and check the resulting balance and activity.
6 min read · Video walkthrough - Configure wallet auto-recharge
Choose when to recharge, how much to add and which card to charge, then verify the saved policy.
6 min read · Video walkthrough - Resolve wallet payment problems
Choose the right next action for a blocked, declined, pending or unconfirmed wallet payment.
8 min read · Video walkthrough
Your account
Section titled “Your account”- Update your profile
Update your own name, mobile number and salesperson registration information, then confirm each saved field.
6 min read - Set or replace your signature
Draw, type or upload your personal signature, verify On file, or deliberately remove it before adding a replacement.
6 min read - Change your password
Change the password for your own Carvio account while you know the current password.
4 min read - Reset a forgotten password
Request a Carvio reset link, set a new password and recover from an invalid or expired link.
5 min read
Staff access
Section titled “Staff access”- Manage staff access
Find the intended account, distinguish its status from presence, and choose the right profile, invitation or access action.
6 min read · Video walkthrough - Invite a teammate
Enter the teammate’s information, choose appropriate initial roles and verify the invitation account.
7 min read · Video walkthrough - Accept a staff invitation
Use the latest invitation, complete the recipient setup and confirm the account can sign in.
6 min read · Video walkthrough - Update a teammate’s profile
Correct a staff member’s profile while managing roles and individual permissions through the separate access editor.
4 min read · Video walkthrough - Choose a staff role
Compare the six current role bundles, combine appropriate roles and review the resulting access before saving.
6 min read · Video walkthrough - Change staff roles and permissions
Edit effective staff access, resolve required permissions, compare the review and verify the saved result.
10 min read · Video walkthrough - Choose staff record scopes
Distinguish own vehicles, own sales, assigned leads and dealership-wide access before granting an action.
6 min read · Video walkthrough - Staff permissions reference
Find the current action names, available scope choices and required access across the staff editor.
15 min read · Video walkthrough - Deactivate or reactivate a teammate
Turn dealership access off deliberately and verify the account state, or reactivate an existing staff account.
5 min read · Video walkthrough - Update several staff accounts
Use selected-row invitation or account-state actions and verify every resulting account, including partial failures.
5 min read · Video walkthrough - Resolve staff access problems
Recover failed access loads/saves, stale changes, missing actions and invitation issues without guessing what was saved.
7 min read · Video walkthrough