Bulk Edit/ Update Settings
Written by Cameron Willemsen
Updated at July 13th, 2026
Dealer Admins can now manage commonly used team and VoiceHub settings from a centralized Company Defaults section in the Admin page. Company Defaults give Dealer Admins a faster way to standardize settings across teams. Instead of updating each team one at a time, admins can define shared defaults and decide whether those settings apply to new teams only or to all teams.
What Dealers Can Do:
• Set team defaults for work order field visibility, auto archive, auto close, and ticket closure criteria
• Set VoiceHub defaults for call routing, missed-call ticket creation, notifications, call silencing, transferred-call assignment, ring time, and dial tone options
• Use a familiar setup experience that matches the controls already available on team pages
• Choose whether defaults apply only to newly created teams or are rolled out to existing teams as well
Setup
Go to Admin → Team Defaults, adjust your settings, then choose whether to:
• Apply to new teams only, or
• Apply to existing teams (select specific teams or all)
A confirmation setup will appear before changes are saved so admins can review the scope of impact before applying updates.
Why It Matters
Company Defaults help reduce repeated administrative work and keep common settings consistent across the dealership organization.
Dealers can still review and adjust team-specific settings when certain locations, advisor groups, or workflows need a different setup.