> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ekho.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Settings overview

> The four settings groups and what lives in each.

Settings are organised into four groups. Learning the grouping saves a lot of hunting, because a few values are set once and used by more than one product.

## The four groups

### Personal settings

Just you, not your dealership.

**Personal details** → Identity, Password, Security

### Account settings

Your business.

| Page                 | Sections                                                                           |
| -------------------- | ---------------------------------------------------------------------------------- |
| **Business details** | Identity, Authorized brands, Vehicle categories, Addresses, Primary contact, Hours |
| **Bank account**     | Connect your bank                                                                  |
| **Team**             | Who has Admin Portal access                                                        |

### Product settings

Per-product configuration.

| Product                | Sections                                                                                                                                                                           |
| ---------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Transaction Engine** | Checkout (Assignment, Fulfillment options, Payment methods, States supported, Disclosures), Preorder, Your services, Fees & taxes, Financing, Coverage, Licensure & tags, Platform |
| **Website**            | Action buttons, Warranties                                                                                                                                                         |
| **Sales Agent**        | General, Capabilities, Chat widget, SMS                                                                                                                                            |

### Resource settings

Everything your products draw on.

| Page             | Sections                                                                                                                                                               |
| ---------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Integrations** | CRM (ADF, DP360, Revvable, Lightspeed CRM, Salesforce), DMS (Lightspeed DMS), Reviews (Google Business Profile), Marketing (Ad conversion tracking, Advanced tracking) |
| **CRM**          | Lead routing, Automated outreach                                                                                                                                       |
| **Inventory**    | General, Sources, Field group precedence                                                                                                                               |
| **Knowledge**    | All sources, Website                                                                                                                                                   |

## The ones people look for in the wrong place

| Setting                            | Where it actually lives                                      |
| ---------------------------------- | ------------------------------------------------------------ |
| Your dealership's hours            | Account settings → Business details → Hours                  |
| Legal and physical addresses       | Account settings → Business details → Addresses              |
| Doc fee                            | Product settings → Transaction Engine → Your services → Sale |
| Delivery, pickup, and freight fees | Product settings → Transaction Engine → Your services        |
| Buttons on your vehicle pages      | Product settings → Website → Action buttons                  |
| Dealer warranties                  | Product settings → Website → Warranties                      |
| Which data source wins per field   | Resource settings → Inventory → Field group precedence       |
| Lead routing and escalation        | Resource settings → CRM → Lead routing                       |
| Knowledge documents                | Resource settings → Knowledge                                |
| CRM forwarding                     | Resource settings → Integrations → CRM                       |

<Tip>
  The two that catch people most often: **fees live under Product settings, not Account settings**, and **Knowledge lives under Resource settings, not on the Sales Agent page**.
</Tip>

## The pages

<CardGroup cols={2}>
  <Card title="Your account" icon="user" href="/transaction-engine/settings/your-account">
    Your name, password, and security.
  </Card>

  <Card title="Dealership" icon="building" href="/transaction-engine/settings/dealership">
    Business details, hours, bank account.
  </Card>

  <Card title="Team" icon="users" href="/transaction-engine/settings/team">
    Invite people and set positions.
  </Card>

  <Card title="Products and services" icon="sliders" href="/transaction-engine/settings/products-and-services">
    Fees, fulfillment, and vehicle page buttons.
  </Card>
</CardGroup>