If you have access to more than one location, the My workshops menu allows you to choose which sites you are currently viewing. Whether you are supporting a single site or overseeing an entire group, this feature ensures that the leads, vehicles, and conversations you see are relevant to your current task.
How to Change Your Workshop View
Open the Menu: Select My workshops from the bottom of the left-hand navigation menu.
Make Your Selection: A window will appear listing all the workshops you are authorised to access.
- To view a single site: Tick the box next to one specific workshop.
- To view multiple sites: Tick the boxes for all relevant locations.
- To view everything: Use the Select all option.
Apply Changes: Click Choose workshops to update your view.
What Changes When You Switch Workshops?
When you update your selection in My workshops, the data across the entire platform changes instantly to reflect only those locations. This includes:
Dashboard Totals: KPI tiles (like New Leads or Active Vehicles) will show the combined totals for your selected sites.
Vehicles List: Only vehicles linked to the selected workshops will appear.
Leads & Alarms: You will only see service reminders and warning lamps for the selected sites.
Conversations: The inbox will only show chats and internal notes for the chosen workshops.
Managing Private and Fleet Data
It is important to remember that workshop selection applies to all customer types.
If you select "VW Workshop North", you will see all Fleet and Private vehicles linked to that specific site.
If you cannot find a specific vehicle or lead, always check 'My workshops' first to ensure you have the correct site selected.
Key Takeaways
Stay Focused: Only select the workshops you are actively working on to keep your lead lists manageable.
Check Your View: If the numbers on your Dashboard look unusually low or high, verify your selection in the My workshops menu.
One View, Two Workflows: Both fleet chat and private customer notes are filtered by your workshop selection.