Administration
Settings, people, access, security, data and your WRMS Pro subscription.
Administration covers the things that are usually set once and looked after by the owner or an administrator.
Organisation settings
Users
Roles and permissions
Notifications
Integrations
Security
Audit log
Data management
Subscription and plans
Custom fields
AI assistant
Install the app
Where settings live
Open Settings from the bottom of the sidebar. Settings are grouped into General, Billing, Communications, Workshop, Integrations and System. On a phone, the groups appear as a drop-down list at the top of the page.
Only Owners, Admins, and people whose custom role includes Settings → Edit can change settings. Some settings pages appear only when your plan includes the feature.
Still need help?
Email support@wrmspro.com or use the contact form. Signed-in users can also send a request from Settings → Support.
Reminders and scheduled messages
Use reminders so your team never forgets what is due, and scheduled messages to contact customers automatically on a date or on repeat.
Organisation settings
Company details, workshop defaults, language, currency, dates, units and appearance — and running more than one workshop.