Set up General Account Settings in Mitchell Connect

General account settings like shop information, user management, journal/message templates, and notification settings are completed in Mitchell Connect. View the Process Overview below to learn more about how to configure Mitchell Connect general settings.

Note: Not all settings are required for all workflows. Review the workflow guides for your insurance company partners.

How to

  1. Create your account.

  2. Manage general shop information like address, billing address, staff user profiles, logos, and hours of operaiton.

  3. Set default landing page and language settings (optional).

  4. Add user accounts and set account permissions.

  5. Set notification preferences.

  6. Create and manage Saved Journal (formerly Messages) Templates (optional).