Limit access to business need
Customer and vehicle records are intended for authorized shop operations. Team access should follow the permissions assigned to the workspace.
Keep sensitive credentials out of records
Do not store passwords, password-reset links or unrelated sensitive information in CRM notes.
- Use the customer record only for legitimate shop operations.
- Share information only with authorized team members who need it.
- Use the supported privacy or support process for data questions.
- Remove access promptly when a team member should no longer use the workspace.
Marketing requires separate care
A service request does not automatically mean the customer has agreed to unrelated marketing. Follow applicable requirements and the shop’s approved process before promotional outreach.
Something unclear or out of date?
Tell us which instruction needs correcting. Do not send passwords, recovery links, session tokens or unnecessary customer information.
Article feedback email is not configured. Use an established onboarding contact or the verified contacts in Legal Notice.