Account Setup Guide

Configure your WatchDealerInventory account for optimal performance. This guide covers all essential settings and preferences.

Account Configuration

Follow these sections to set up your account completely

Business Profile

Set up your business information and branding

Company Information

Enter your business name, legal name, and contact details

  • Business name and legal name
  • Address and postal code
  • Phone number and email
  • Website URL (if applicable)
  • Tax ID and VAT number

Branding & Logo

Upload your company logo and set brand colors

  • Upload high-resolution logo (PNG/JPG)
  • Logo should be at least 200x200 pixels
  • Use transparent background for best results
  • Logo will appear on invoices and documents

Business Description

Describe your business and specialties

  • Brief business description
  • Year founded and employee count
  • Specialties and focus areas
  • Target market information

User Profile

Configure your personal account settings

Personal Information

Set up your personal profile and contact details

  • Full name and display name
  • Email address and phone number
  • Job title and role
  • Profile photo (optional)
  • Bio and description

Account Security

Secure your account with strong authentication

  • Strong password requirements
  • Two-factor authentication setup
  • Security question configuration
  • Login notification preferences
  • Session management settings

Access Permissions

Configure what you can access and modify

  • Role-based permissions
  • Module access controls
  • Data visibility settings
  • Action restrictions
  • Admin privileges (if applicable)

System Preferences

Configure system-wide settings and preferences

Regional Settings

Set your location, timezone, and regional preferences

  • Default city and country
  • Timezone selection
  • Date and time format
  • Currency and number format
  • Language preferences

Display Preferences

Customize how information is displayed

  • Default view settings
  • Items per page
  • Sorting preferences
  • Column visibility
  • Theme and appearance

Notification Settings

Configure how and when you receive notifications

  • Email notification preferences
  • Push notification settings
  • SMS alerts (if enabled)
  • Quiet hours configuration
  • Specific event notifications

Financial Settings

Set up financial and billing preferences

Currency & Pricing

Configure currency and pricing settings

  • Default currency selection
  • Price display format
  • Tax rate configuration
  • Commission settings
  • Pricing rules and formulas

VAT & Tax Settings

Set up tax calculations and reporting

  • VAT margin scheme (if applicable)
  • VAT country and rate
  • VAT number configuration
  • Tax reporting preferences
  • Invoice tax display

Billing & Subscriptions

Manage your subscription and billing

  • Subscription plan details
  • Billing cycle information
  • Payment method setup
  • Usage tracking and limits
  • Upgrade and downgrade options

Best Practices

Follow these recommendations for optimal account setup

Complete All Required Fields

Fill out all mandatory fields to ensure full functionality

Use Professional Branding

Upload high-quality logos and use consistent branding

Enable Security Features

Set up two-factor authentication and strong passwords

Configure Notifications

Set up notifications to stay informed about important events

Test Your Settings

Verify all settings work correctly before going live

Need Help with Setup?

Our support team is here to help you configure your account correctly.