Admininstration
The Admin section in the sidebar provides access to administrative tools and settings.
Access Restrictions
- This section is exclusively accessible to users with Admin or Super Admin roles.
- Options within the Admin section, e.g. Dealership Setup or Website Settings, are not listed in the Access Control panel in the Manage Users window. So there is no option to authorize a standard user for these options.
- There are no separate permissions for individual admin features — access is determined solely by admin status.
To access this section, expand the Admin tab from the sidebar menu.
Setup
Setup includes various settings to customize this software. This has Admin-Only access. This means only admins can use Setup page. It cannot be controlled via Manage Users section. Setup page contains following tabs that are displayed on the header bar on the top:
- Dealership Setup
- System Settings
- Print Settings
Dealership Setup
Dealership Setup section includes critical settings that change the behavior of this software. If any settings are changed then user must log out and log in again. When Setup link is clicked from sidebar, then this page opens first. It can be used change dealership settings e.g. dealership name or time zone etc. If subscription includes multiple dealerships, then new dealership can also be created from this page. To reach dealership setup select Dealership Setup tab from header bar on the top in Setup page.
Registered Name
Registered Name is the public name of your dealership used for branding and marketing purposes. It represents your business identity across various platforms. Note that some advertising platforms, such as Google Ads, have restrictions on business name length, often limiting it to 25 characters. If your dealership name exceeds this limit, we recommend shortening it to comply with these guidelines and ensure consistent branding across all advertising channels.
Time Zone
The software operates strictly on UTC time. Choosing an incorrect time zone can lead to the system initiating automated tasks at inappropriate times, and wrong date and time stamps in reports. Therefore, it is crucial to select the correct time zone with precision. If you are uncertain about the correct time zone, please reach out to your account manager for guidance.
Create new dealership
To create a new dealership, simply click the "Add New Dealership" link found at the bottom of the Dealership Setup page. Keep in mind that the number of dealerships you can create is limited to the quantity included in your subscription. If you wish to manage additional dealerships, please reach out to your account manager.
A customer can subscribe to multiple dealerships under the same account only if all the dealerships are within the same time zone. If a dealership is located in a different time zone, a separate Dealersip subscription is required.
Terms and Conditions for Invoicing
Use the Terms and Conditions box in dealership setup page to enter the exact text you want printed on your sales invoice. You can maintain different terms for each dealership, so every location can follow its own policies.
Enter one term per line. Press Enter to start a new line. Dealersip automatically converts each line into a numbered list on the printed invoice.
Example (what you type):
Line 1
Line 2
How it will print on the invoice:
1. Line 1 Press enter to start new line
2. Line 2
Tip: Keep each line short and clear. If you need longer wording, split it into multiple lines so it prints neatly on the invoice.
System Settings
System settings tab in Setup page contains settings that impact entire Dealersip software. These settings must be changed by responsible users only. To reach System Settings, expand Admin section in the side bar, then select Setup option. In Setup page, select "System Settings" tab from header bar on the top.
Print Settings
Print Settings tab in Setup page contains settings that affects printouts from Dealersip. These settings must be changed by responsible users only. To reach Print Settings, expand Admin section in the side bar, then select Setup option. In Setup page, select "Print Settings" tab from header bar on the top.
QR Code Editor
The QR Code Editor allows you to control which vehicle details are printed on the QR card before the QR code itself is shown. This feature is available to admin users only.
In the printed output, your business information such as business name, address, and logo is added automatically. You do not need to configure these items in the editor. The fields you select in the QR Code Editor are printed after the business information. Once those configured fields are printed, the QR code is displayed below them.
How to Open QR Code Editor
To open the QR Code Editor, go to the left menu and click Setup. Then open Print Settings from the top menu and select QR Code Editor.
This screen allows you to design the field layout that will appear on the QR printout.
Understanding the Layout
Each row in the editor represents one line of printed information. Every row contains label fields on the left side and matching data fields on the right side. The editor works in column pairs. A column pair means one label column and one value column placed together in the same row structure. The system requires at least one column pair at all times. You can configure up to two column pairs only. This means the editor supports a maximum of two side-by-side field groups in the layout.
Adding a New Row
To add a new row, click the Add Row button at the top of the screen. A new blank row will be added to the layout. You can then enter the label text on the left side and choose the corresponding vehicle field from the dropdown on the right side. Use additional rows when you want to print more vehicle details such as variant, model, fuel type, kilometers, year, or trim.
Deleting a Row
To delete a row, click the cross icon displayed at the end of that row. The selected row will be removed from the layout. At least one row is required. Because of this, the system does not allow deleting the last remaining row.
Adding a Column Pair
To add another column pair, click the Add Column Pair button. This adds one more pair of columns at the end of the layout so you can print more information side by side. Only two column pairs are allowed. If the second column pair already exists, the system will not add another one.
Removing a Column Pair
To remove the extra column pair, click the Remove Column Pair button. This button removes only the second column pair from the end of the layout. The first column pair always remains because at least one column pair is required. If the layout already has only one column pair, it cannot be removed.
Entering Labels and Selecting Fields
In each row, the text box on the left is used for the label that will appear in print, such as Car, Variant, Model, or KM. The dropdown on the right is used to select which vehicle data should be printed for that label. For example, you may enter the label KM and select the field Kilometers. This gives you flexibility to choose simpler printed labels while still mapping them to the correct system field.
Preview Area
The preview area at the bottom of the screen gives you a visual idea of how the QR card layout will appear. The configured fields are shown first, and the QR code appears below them. This helps you understand the approximate structure before saving.
Saving Changes
After making changes to the layout, click the Save button to store your configuration. Your updated layout will be used in future QR printouts.
Important Notes
Business logo, business name, and address are automatically included in the QR printout. These items are not configured from this editor.
The fields configured in the QR Code Editor are printed after the business information and before the QR code.
At least one row and one column pair must always remain in the layout.
The second column pair is optional, but if added, it can also be removed later using the Remove Column Pair button.
Website Settings
The Website Settings section contains important business information that your front-end website consumes for branding and other communication channels. Any changes on this page take immediate effect for new visitors. If the website has already been opened by a visitor, they will not see changes until they keep browsing the website. Current visitors on the website will see changes only if they leave the website and come back after an hour.
Your information in the Website Settings page is crucial, as the system utilizes it in various promotional activities, especially those linked to your website.
How Website Settings Are Used
Following are some examples:
- The QR Card feature prints this information on the generated QR codes.
- This information is used in advertisements, such as Google Ads and Google Business Profile.
- Since your website is structured as a vehicle listing portal, search engines recognize it accordingly.
Entering Information Correctly
It is essential to enter accurate information in the correct format, as specified in the documentation. The system relies on these details for proper functioning and visibility.
Helper Icons for Guidance
For each input field, a helper icon is available. Click on these icons to understand how to correctly enter the required details.
How to change address and contact information on the Contact Us page on the dealership website?
In most cases, the contact details shown on your dealership website, such as address, phone number, and email, come from the Website Settings page inside Dealersip. However, the exact behavior depends on how your website developer has implemented the Contact Us page.
You should first try updating your address and contact information from the Website Settings page.
How to verify if changes are applied
- Update the contact information or address in the Website Settings page.
- Open your browser in Incognito mode.
- Make sure all other incognito tabs are closed.
- Open your dealership website in the new incognito window.
If the updated contact information appears correctly, then no further action is required.
If the changes do not reflect on the Contact Us page, it means the contact details may be hard-coded or managed separately by your website developer.
In that case, you should contact your website developer to update the information. If you are not sure who your website developer is, please contact your account manager for assistance.
Apply changes immediately
If your website is already open in the browser and you want to apply the settings immediately, open the following link in your browser:
https://yourwebsite.com/refresh
Domain Name
The ‘Domain Name’ is the key that links your website to our system. Your website is your digital storefront for displaying your online inventory.
How to Point Your Domain to Our Server
To hook your existing website with software you must point your domain to our server. If you do not have a domain yet, then contact your account manager for further support. If you are not familiar with technicalities, we would advise to contact your domain manager. Do following steps to point your domain to our server:
Add A Records for Your Domain
- Contact your domain manager or access your domain’s DNS settings.
- Add an A Record pointing to our server’s IP address
15.235.60.67for:- Root Domain (
example.com): Set the Host field to@or leave it blank. - www version (
www.example.com): Set the Host field towww. If your website is on a sub domain then set the Host field towww.subdomain
- Root Domain (
- Ensure both records point to the IP address
15.235.60.67. - Make sure that there are exactly two A records only. Domain setup cannot succeed if there are more than two A records.
- Make sure that there is no AAAA record for the domain.
Domain propagation may take up to 48 hours depending upon your domain provider and the country.
Update domain in Website Settings
- Open Website Settings from side bar under Admin section.
- Enter domain in the Domain Name input box.
- Fill in all other fields and click on Save.
As soon as it is saved, system will verify domain setup. If it does not find setup then it will show "Setup Now" button. Click on Setup Now. The system will do the rest.
Full Propagation Before SSL Installation
Before installing SSL system will verify both root domain and with www subdomain e.g. www.example.com and example.com. SSL setup will not be initiated until both versions propagate to our server. If system displays propation error then please wait for 24 hours at least. Setup will auto start again as soon as you open the Website Settings page.
Disconnecting Your Domain
Once your domain is connected to the system, it cannot be disconnected automatically. If you wish to disconnect your website, please contact your account manager for assistance. Note: Disconnecting your domain may take up to 24 hours to complete.
Business Name
The information entered in the Business Name field is used in promotional activities, such as QR card printing and advertisements.
Business Country
The Business Country must be entered as a valid full country name, such as India or Canada. Search engines like Google and Bing uses this name in search results.
Business Phone
The Business Phone is crucial for promotional activities and search visibility.
Accepted Format
Google requires the phone number in the following format:
+01-1231231234
- Start with + followed by the country code.
- Add a dash (-) after the country code.
- Enter the full phone number without spaces.
Why It’s Important
Google uses this number to display a direct call link in search results, allowing customers to contact your business easily.
Google Handle
The Google Handle is the link to your Google Business Page. Ensure you enter the correct URL to help customers find your business easily. This URL is used in your front website to link to your Google Business Page.
Vital Information Missing Alert
Some critical files are required for proper website functionality and search engine optimization:
- Favicon: Displays as an icon in the browser tab.
- Logo: Used by browsers when the website is opened and by search engines for rich results.
- Showroom Image: Displayed in search results for queries like "dealerships near me".
Missing Settings Notification
If any of these settings are missing, the Website Settings page will display a red box at the bottom indicating the missing settings.
How to Fix Missing Settings
These settings cannot be directly updated by the user. Please contact your account manager or website developer to have them fixed. Once these settings are updated, this alert will go away.
AI Settings
This section allows you to configure AI. Here you can configure how AI generates website content, or replies to Google reviews etc.
Bella Chat Agent Settings
The Bella Chat Agent Settings allow you to control how your AI assistant appears and engages with visitors on your dealership website. From this section, you can enable or disable the AI agent, customize its name, and define the nudge message used to proactively start conversations.
Note: These settings do not take effect for visitors who already have your dealership website open in their current session. For example, if you turn off the AI Chat Agent, it will be disabled immediately for new visitors. However, users who already have the website open will continue to see the AI Chat Agent for the duration of their current session. The updated settings will apply the next time they visit the website (typically after at least 20 minutes, once their session has expired).
Enable AI Chat Agent
This option is used to turn the Bella AI Chat Agent on or off. When enabled, Bella will actively monitor visitor behavior, engage users, and assist in converting them into leads. When disabled, the AI chat functionality will not be available on your website.
Agent Name
The Agent Name is the identity shown to visitors during greetings and conversations. Choosing the right name is important because it creates a sense of familiarity and comfort. A well-chosen name can make visitors feel they are interacting with someone who understands their region and language.
It is recommended to use a name that feels local and relatable to your audience. For example:
- India (General): Mohini, Sujata, Neha
- Punjab: Simran, Gurpreet, Harpreet
- Delhi / North India: Sujata, Anjali, Ritu
- Canada: Emily, Jessica, Ashley, Olivia
- USA: Sarah, Megan, Lauren, Chloe
A familiar name builds trust instantly. It also subtly signals to visitors that the AI agent can communicate comfortably in their language and context.
Nudge Text
The Nudge Text is a proactive message shown by Bella AI when it detects that a visitor has a higher buying intent. This message does not appear to every visitor. It is only triggered when the system determines that the user is actively exploring vehicles and may be interested in making a purchase.
The purpose of the nudge is to encourage the visitor to start a conversation. Once the visitor engages, Bella continues the conversation, understands requirements, and gradually collects contact details such as name and phone number so your sales team can follow up.
Your nudge message should be:
- Friendly and conversational
- Helpful and relevant to the visitor’s activity
- Lightly persuasive with a marketing tone
- Short and easy to read
Example:
Looking for something specific? I can help you find the right vehicle and share the best available offers.
Best Practices
- Use a local, familiar agent name to build trust
- Avoid generic or robotic-sounding names
- Keep nudge text short and engaging
- Focus on helping rather than selling aggressively
- Encourage conversation, not form filling
Important Note
Bella AI engages visitors only when there is meaningful intent. This ensures that conversations feel natural and relevant, improving both user experience and lead quality.
Enable AI Chat Agent
This option is used to turn the Bella AI Chat Agent on or off. When enabled, Bella will actively monitor visitor behavior, engage users, and assist in converting them into leads. When disabled, the AI chat functionality will not be available on your website.
Agent Name
The Agent Name is the identity shown to visitors during greetings and conversations. Choosing the right name is important because it creates a sense of familiarity and comfort. A well-chosen name can make visitors feel they are interacting with someone who understands their region and language. For more information refer to this link.
Nudge Text
The Nudge Text is a proactive message shown by Bella AI when it detects that a visitor has a higher buying intent. This message does not appear to every visitor. It is only triggered when the system determines that the user is actively exploring vehicles and may be interested in making a purchase. For more information refer to this link.
Managing Users
The Manage Users screen can be accessed by expanding the Admin section in the sidebar and clicking on Users. The Manage Users section (available only to Admin users) allows you to add, edit, and manage user roles and their access permissions within the software.
When accessed from sidebar, It opens a list of all active users who have access to the system.
User List
The user list shows basic information for each user: User Name, Email, User Type (Admin or Standard User), and Status (Active).
- To edit a user, click the pencil/edit icon next to their name.
- To add a new user, click the Add New button in the top-right corner.
Creating or Editing a User
Whether you are adding or editing, the same window opens. It contains two sections:
- Left Side – User Info:
- Email: Login email address for the user
- User Name: Display name
- User Type: Choose between Admin or Standard User
- Status:
- When adding a user, only Active is available (users must be active at creation).
- When editing a user, two statuses are available:
- Active: User is enabled in the system
- Deleted: Marks the user as deleted and hides them from the list
- Right Side – Access Control (for Standard Users only):
Admin users have full system access — so the access control section is disabled when Admin is selected. For Standard Users, you can define what they can see and do.
Modules are grouped according to primary module e.g. CRM, Inventory or Marketing etc. Each primary module have its individual options e.g. Leads in CRM, and every option has following three access controls:
- Can View – Allows the user to see records
- Can Create and Edit – Allows the user to add or modify entries
- Can Delete – Allows the user to delete entries
Important Rules about Access Control Options:
- If Can Delete is checked → Can Create and Edit and Can View are automatically selected
- If Can Create and Edit is checked → Can View is automatically selected
- Can View can be selected independently for read-only access
For quick setup, you can toggle all options within a module. Two check boxes are displayed beside the module header:
- Click the box with a tick (☑️) to select all permissions in that module
- Click the empty box (☐) to deselect all permissions in that module
Note about Reports: Reports may include all three permissions — View, Create/Edit, and Delete — because reports support drill-down actions that allow direct data updates from within the report view.
Saving and Managing Users
After entering user info and setting access (if applicable), click Save to confirm changes. Use Close to exit without saving.
How to Edit an Existing User’s Access
- Go to the user list
- Click the Edit icon beside the desired user
- Adjust user details and access control settings
- Click Save to apply changes
How to Delete (Deactivate) a User
- Click the Edit icon for the user
- Change the Status dropdown to Deleted
- Click Save. The user will disappear from the list but remain in the system.
Note: Deleted users are not physically removed, they are just flagged as deleted and are hidden from the list. This ensures data history (e.g., who created or managed what) is preserved.
Central Login System
Our all software products operate under a central login system shared across all products. This means user credentials are unified, and behavior is consistent regardless of the product they access.
When adding a new user:
- If the email ID you enter is already registered in another subscription within the ecosystem, adding the user here will not reset their existing password.
- The user will continue to log in with their current password that they use for any other subscribed product.
- Changing the password from any one product will automatically update it for all other connected subscriptions.
This ensures a seamless experience for users with access to multiple software products, allowing them to manage a single set of credentials across your entire platform.
Manage Account
The Manage Account screen can be accessed by expanding the Admin section from the sidebar and clicking on Manage Account. This section helps users keep track of wallet balance, manage subscriptions, and recharge their account balance.
Wallet Balance
The left card displays the current wallet balance for the account. This balance is used for pay-as-you-go features such as RC verification and other premium modules. You will also see the last updated time of the wallet.
Below the balance, you will see two options:
- Add Funds – Opens a recharge window to top up your wallet
- View Transactions – Shows the full history of all balance-related activity
How to Add Funds to Wallet
Clicking on Add Funds button opens a window showing payment options available in your region.
- The payment interface varies by country. You may be shown credit card, UPI, net banking, or other regional options.
- Select your preferred payment method and follow the steps to complete the transaction.
- Important: No payment information is stored in our system. Once you click "Add Funds," all actions take place on a secure third-party payment gateway. We use Stripe and Helcim as our payment processor.
- If you choose to save your card or payment method, it is stored by Stripe or Helcim — never by us.
- If a QR code is shown instead, scan it using your phone and follow the same payment steps from your mobile device.
If you do not see any recharge options, please contact your Account Manager. They will issue a manual invoice for the amount, and you can pay via cash, bank transfer, or another arranged method. Once payment is confirmed, the funds will reflect in your wallet.
Subscriptions
The right-side card shows the active subscriptions linked to your account. If your system is currently under a promotional offer or trial plan, that status will also be shown here.
From this panel, users can:
- View the status of their app/module subscriptions
- Activate or deactivate optional premium features (if permitted)
- Sign up for new plans as they become available
If you do not see any subscriptions listed in this section, please contact your Account Manager to verify or activate your subscription manually.