Complete the automotive dealer setup checklist

What you will accomplish

You will save and submit the dealer information Birdseye needs to prepare an Automotive workspace.

Who can do this

The first Owner completes onboarding; Owners and Admins can continue the checklist in Config.

Before you start

Gather billing preference, rooftops, people and roles, dealer systems, secure-feed contacts, OEMs, products, and the operational details requested by the checklist. Do not paste system credentials into free-text fields.

Complete the checklist

During onboarding, continue with the dealer checklist displayed by the setup flow. To resume it later:

1. Open the account menu.
2. Select Config.
3. Select Dealer setup checklist.

Then complete the checklist:

1. Complete the business and billing section.
2. Under Rooftops, select Add rooftop for each operating location.
3. Under the people section, select Add person.
4. Enter the person's email.
5. Select the person's role.
6. Assign the person's rooftop access.
7. Under systems, select Add system for each source system.
8. Complete the feed and secure-handoff information displayed for those systems.
9. Add each OEM independently from the searchable list.
10. Add the requested products.
11. Select Save draft whenever you need to leave.
12. Review every section's completion state.
13. Submit the checklist when the page reports it is ready.

Expected result: the page reports Setup checklist submitted. Birdseye can review it while you connect data securely.

Troubleshooting and recovery

• A rooftop option is empty: add rooftops before assigning people or systems.
• Submit is disabled: complete the required sections and read the page's readiness message.
• A credential is requested informally: stop and use the approved secure handoff process.

Related articles

• Set up a new workspace
• Connect your data: overview