Edit your dealership info
Update your dealership's name, timezone, company details, EIN and the license numbers state forms ask for, and upload license and insurance documents.
Last updated
Your dealership's core business profile lives on one page: name, timezone, company type, EIN, and your compliance documents.
The street address on your public website does not come from this page; it comes from your primary location under Settings → Locations. Your website slug is shown on this page in the Public site card, but it is read-only (only a super admin can change it).
Edit your business profile
- Go to Settings → Dealer info.
- In the Business profile card, update any of these fields:
- Dealer name (required): shown in your site header, page titles, and shared social previews. A new name can use letters, numbers, spaces and & . , ' -, must start with a letter or a number, and can be up to 40 characters. A name you saved before these rules keeps saving as it is until you change it. Changing it never changes your website address.
- Timezone: used for date displays and scheduled email reminders. Pick Use default (UTC) to fall back to UTC.
- Founded: the date your dealership was established (it can't be in the future).
- Company type: LLC, Inc, Corp, S-Corp, Sole Proprietor, Partnership, LLP, or Other.
- Employees: your headcount.
- EIN: your 9-digit Federal Employer Identification Number (e.g.
12-3456789). - AuctionAccess company number: your dealership's 7-digit "5 million number".
- Dealer license number and Seller's permit number (both optional): see Numbers your state forms ask for below.
- Click Save changes.
- You'll see a green Saved. confirmation.
Your EIN is encrypted at rest (AES-256-GCM). It's stored securely and isn't searchable inside the app. That's expected, not a bug.
Set your timezone
The timezone dropdown offers common US zones (Eastern, Central, Mountain, Arizona, Pacific, Alaska, Hawaii) plus UTC, with Use default (UTC) at the top. Pick the one your dealership operates in so dates and scheduled reminder emails fire at the right local time. If you leave it on Use default (UTC), the app falls back to UTC.
AuctionAccess number
The AuctionAccess company number is your dealership's "5 million number," 7 digits starting with 5. It cross-references your auction purchases at Manheim, Copart, and other houses. Paste it with or without separators; the app keeps just the digits.
This field is the dealership's number only. Each salesperson has their own AuctionAccess number; set that from the individual rep's profile, not here.
Numbers your state forms ask for
Many state forms have a box for the dealership's own numbers. Type them here once so nobody retypes them on each deal.
- Dealer license number: the number on your state dealer license. If you already uploaded your license in the Documents card with its number, a Use ... from your uploaded license link appears under the box. Click it to copy the number in, then save.
- Seller's permit number: your state sales tax number. Depending on the state it is called a seller's permit, a resale certificate or a sales tax ID.
- Your EIN from the field above is used the same way on the forms that ask for a federal tax ID.
All three are optional, and a number you have not typed leaves its box blank for you to fill by hand.
The official state forms print them where the form has a box for the dealership's number: the dealer license number on forms in 15 states and the sales tax number in 5. Not every form has such a box, and a form that has none simply does not print it. Your own form templates and uploaded PDFs can print them too: map a box to Dealer license number, Sales tax or seller's permit number or Dealership FEIN / EIN (see Form templates).
Each is one number for the whole dealership, used on every state's forms. If your dealership is licensed in more than one state, enter the numbers for the state you sell from.
Each salesperson's own license number is separate. They add it under Settings → Profile, or an owner or manager can type it for them under Settings → Team.
Upload license & compliance documents
Your dealer license, tax ID certificate, insurance policy, and surety bond aren't text fields. They're uploaded files in the Documents card on the same page.
- On Settings → Dealer info, scroll to the Documents card.
- Click Upload.
- Choose a Document type: Dealer License, Tax ID Certificate, Insurance Policy, Surety Bond, Dealer Plate, Business Registration, Sales Tax Filing, EIN Letter, or Other.
- Fill in the type-specific fields that appear (for example, License number and State for a dealer license, or Policy number and Insurance carrier for an insurance policy).
- Add the Issued and Expires dates if you have them.
- Attach the File (PDF or image: JPEG, PNG, HEIC, or WebP; 20 MB max).
- Click Upload.
We email the owner 30 days and 7 days before any document expires. The list also shows an "Expires in Nd" badge (red within 7 days, yellow within 30) so nothing lapses unnoticed. The assistant's morning message names it too: at 30 days, at 7, and once it has expired.
You can also send the assistant a photo or PDF of a dealership paper, like a renewed license or a sales tax return. It reads the number and dates off the page and offers a card to file it here; nothing is filed until an owner or manager approves.
To remove a document, use the Delete button on its row. That's permanent. To replace one, upload the new file and then delete the old row. The Download button opens the stored file.
Ask the assistant
In the AI chat, "what's our mailing address" or "what time zone are we on" reads this page (owners and managers), without the EIN, the license numbers or the AuctionAccess number, which stay on the page. "Change our contact email to owner@example.com" prepares a card with the contact phone, contact email, mailing address and time zone for you to approve; the legal details are never on a card. The card says what this email is for: it is not shown on your website (the site prints your main lot's details) and it is only the last fallback for new web lead alerts when no lot has an email. Undo puts the previous values back.
FAQ
Where do I change my dealership's address?
Not here. The address shown on your public website comes from your primary location. Go to Settings → Locations to edit it.
Where's the field for my legal name, DBA, or license number?
There isn't a single legal-name or DBA field. Your Dealer name is the name shown everywhere on your site. Your dealer license number has its own box in the Business profile card, under Numbers your state forms ask for; that is the one printed on state forms. The Documents card keeps the license file itself, with its own License number and State fields, and offers that number as a one-click fill.
Why can't I change my website slug?
The slug is locked because changing it breaks every existing inbound link to your storefront. Only a super admin can change it, so contact support if you truly need it changed.
Who can edit dealer info?
Saving changes to the business profile is restricted to an Owner or Admin manager. Accounting can open the page and read it. It is not listed in Settings for Sales.
Is my EIN safe?
Yes. Your EIN is encrypted at rest with AES-256-GCM. Because it's encrypted, it can't be searched within the app.
Why didn't my AuctionAccess number show up on a salesperson's account?
The number on this page is the dealership's company number only. Each rep has a separate personal AuctionAccess number. Set it from that rep's individual profile.