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Complete Onboarding

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What does this do for me?

The Onboarding screen provides eight sections to get the dealership ready. Completed and skipped steps are tracked for each tenant.

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Open onboarding

  1. Open Onboarding for the selected tenant.
  2. The page shows a checklist with all steps and their completion status.

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Work through each section

  1. Profile — confirm the dealership legal and display names.
  2. Rooftops — add a rooftop name, address, and sales hours.
  3. Branding — save a primary color and optional logo URL.
  4. Team — invite teammates with a role, optional rooftop restriction, and expiry of 1 to 30 days. Pending invites can be resent or revoked.
  5. Marketplace — enter dealer details and choose whether publication is enabled. Marketplace terms must be accepted before a listing can publish.
  6. Inventory — add the first vehicle manually or use the CSV importer (up to 100 records per file, each needing vin and a stock number).
  7. Providers — connect third-party provider entitlements or skip the provider step.
  8. Billing — review plan status and start a trial or check out.

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Track progress

The console home page shows a checklist of all steps. Completed and skipped steps are marked differently from outstanding ones.