Workshop Software lets you platinum – head office companies overview through your account settings. Adjusting this setting ensures your workflow matches the way your workshop operates. The change takes effect immediately once saved. Follow the steps below to update this setting.
Platinum – Head Office Companies Overview This tab includes all of the branches that you currently have linked to your main Head Office branch. If you are expecting to see more companies here these will need to be set up and linked to your Head Office branch. You can do this by clicking the ‘Envelope’ button on the top right hand side:
This gives you the option to send an email with the code needed to grant the branch access to this network.
You send this email to the branch manager and then they can go to their branch Settings > Company Settings > Dealer Access enter the code from your email and press ‘Grant Access’:
Then they must press save.
To email the branch directly you click on the yellow ‘Envelope’ symbol:
To access to branch itself you click on the green ‘Arrow’ symbol:
Good to Know
- You can find this option under Settings > Company Settings in the left-hand menu.
- Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.
Frequently Asked Questions
Where do I find this setting in Workshop Software?
Go to Settings in the left-hand menu, then click Company Settings. Scroll down to find the relevant option described in the steps above.
Can I change this setting back later?
Yes. This setting can be changed at any time by following the same steps and adjusting the option as needed. Remember to click Save after making your change.
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