CARDESS Settings
Run your own setup: processes, users, templates and automation. No developer needed.
The CARDESS administration console for headquarters and location admins.
Why Settings
Build processes without code.
Drag-and-drop steps, checklists, damage rules, forms and branding per case type.
Roll out a new site in minutes.
Clone a process, price list, damage catalogue or report templates to other locations. A before/after comparison shows what changes.
Automate safely.
Event rules with conditions, mails, case creation and webhooks. Test them in a dry-run simulator before they go live.
Delegate administration.
A role matrix per location decides who does what. Location admins manage only their own users and setup.
Speak in your brand.
E-mail, SMS, WhatsApp and report templates per location, theme colours, translation overrides.
See everything that happened.
Audit, automation, webhook, mail and login logs. A monthly billing report per location.
Everything Settings does
The full feature list, grouped by what you want to get done.
Organisations and locations
- Locations with addresses, opening hours, brands and images. Legal information covers legal form, register, tax and VAT ids and representatives. Imprint and privacy links included.
- Deactivate and restore locations. Bulk import of locations and channel participants updates instead of duplicating.
- Channels (location networks) with an editable participant table.
- Copy service prices, damage catalogue and report templates between locations.
- Tyre tread thresholds per season and location.
- Per-location feature switches for campaigns, live expert and dashboard widgets. A validated JSON view shows the full configuration.
- Location manuals editor with images, pinned to pages, copied in bulk.
- Countries, resellers and holiday calendars.
Users, roles and access
- A user wizard attaches existing users to new locations. Bulk user import has an update mode. Profile images included.
- Role matrix per location. Location-scoped administrators.
- Invitations, welcome and password mails. Choose which app opens after the password is set.
- Verified mobile numbers for SMS sign-in.
- External system ids on users (CRM, dealer system, bank).
- Profile page with signed-in devices and granted apps. Revoke any of them.
Process configuration
- Interactive case-type editor. Run modes cover case, case group, login, portal and API.
- Clone, batch clone and batch delete processes across locations. Conflict detection and a diff show what changes. Disable without deleting.
- Step builder with platform visibility, required steps, per-step translations.
- Case-creation form builder with layout columns and blocks.
- Check catalogue with translations, default severities, attachments, AI settings and scanner tags.
- Damage rules per case type (allowed severities and damage types).
- Customer-facing options: hide the report button, offer change/cancel appointment.
- Theme colours and icon per case type. Personal-data markers with retention period.
- Vehicle part and damage catalogue with visual position picker and body-type filters.
Automation
- Event rules: triggers, conditions (boolean condition tree), actions, ordering.
- Actions create cases or groups, call simple and advanced webhooks and send e-mails. A test button checks them.
- Dry-run simulator. Default system rules for status notifications can be reset.
Services, pricing and capacity
- Service catalogue with prices per location and bulk editing. Net and gross prices use country VAT.
- Paid services per location: valuation, VIN recognition, scanner, damage detection.
- Capacities and time slots with breaks, preview and history.
Communication templates and integrations
- E-mail template registry with missing-template detection, previews and test sends.
- Mail presets: subject, message, recipients, attachments, self-service links.
- Report templates per case type. WhatsApp Business and SMS per location. Translation overrides.
- Integrations per location: DAT, Zendesk (including knowledge base), scanner health check.
- OAuth client management: register, show secret once, rotate, disable.
Reporting and monitoring
- Billing report: cases created, finished and billed per month, location and channel. Mark cases as billed. Export to Excel.
- Audit, automation, webhook, mail-tracking, login and DAT logs.
Questions about Settings
- Who uses CARDESS Settings?
- Headquarters administrators and location administrators. A role matrix per location decides who may change what. Location admins see only their own users and setup.
- Can we set up a new location from an existing one?
- Yes. Processes, service prices, damage catalogues and report templates can be cloned to other locations. A before/after comparison and conflict detection come with it.
- How do we test an automation before it goes live?
- Event rules run in a dry-run simulator. It shows which conditions match and which actions would fire.
- Can we use our own branding and wording?
- Yes. E-mail, SMS, WhatsApp and report templates are set per location. Case types have their own theme colours. Any wording can be overridden by translation.
- Can we see who changed what?
- Yes. Audit, automation, webhook, mail-tracking and login logs are kept. A monthly billing report counts cases per location and channel.