The settings window
How to open settings, what's in each section, and why you sometimes don't see one.
The settings for your account, your agency, your plan, and your connections live in a single window that opens on top of the panel, without taking you away from where you are.
Open and close settings
- Open: tap your photo and your name at the bottom of the side menu (on a phone, in «Ver todo», "See all"). You also get there from your account menu with «Datos de la cuenta» ("Account details") or «Seguridad» ("Security"), and from any link in the panel that points to a section.
- Close: tap the X («Cerrar ajustes», "Close settings") or press Esc. You go back to the screen you were on.
Move around the window
Choose a section
On the left you see your photo, your name, your email, and your agency, and the sections grouped together. Tap one to open it on the right.
Or search for it
Type in «Buscar ajustes» ("Search settings"). It searches by name, by description, and by related words (for example «2fa», «logo», or «recibos», "receipts"). ↵ opens the first result and Esc clears the search. If there's nothing you see «Nada coincide con» ("Nothing matches") and what you typed.
On your phone
The window takes up the whole screen. First you see the «Ajustes» ("Settings") list; when you tap a section it opens, and with the arrow («Volver a las secciones», "Back to sections") you go back to the list.
Sections
| Group | Section | What it has |
|---|---|---|
| «Cuenta» ("Account") | «Datos personales» ("Personal details") | Your name, your photo, and how we reach you. |
| Cuenta | «Correo y accesos» ("Email and access") | Which email you sign in with and which providers you have linked. |
| Cuenta | «Seguridad» ("Security") | Password, passkeys, authenticator app, recovery emails, and sessions. |
| Cuenta | «Mi actividad» ("My activity") | What you did, when, and from which device. |
| Mi agencia / Mi perfil ("My agency" / "My profile") | «Resumen» ("Overview") | Plan, capacity, and verification at a glance. |
| Mi agencia / Mi perfil | «Escaparate» ("Storefront"; «Perfil público», "Public profile", if you sell as an individual) | Brand, contact, address, and branches. |
| Mi agencia / Mi perfil | «Verificación» ("Verification") | «Un comprador confía más en un lote verificado.» ("A buyer trusts a verified lot more.") |
| Mi agencia | «Equipo» ("Team") | Users with access, invitations, and assignments. |
| Mi agencia | «Roles y permisos» ("Roles and permissions") | What each role on your team can do. |
| Mi agencia | «Lo hacemos por ti» ("We do it for you") | What our team can do in your account, what you ask of it, and what's waiting for approval. |
| Mi agencia | «Aliados y financieras» ("Partners and lenders") | Banks available for your own rate tables. |
| Mi agencia | «Productos aliados» ("Partner products") | Your own loan products, rates, and terms. |
| Plan y facturación ("Plan and billing") | «Plan y capacidad» ("Plan and capacity") | Your current plan, how many cars fit, and payments. |
| Plan y facturación | «Cambiar de plan» ("Change plan") | Compare plans and change whenever you want. |
| Plan y facturación | «Facturación» ("Billing") | Who pays, your payment method, and your receipts. |
| Integraciones ("Integrations") | «WhatsApp» | Notice dispatch and recipients. |
| Integraciones | «Conectar aplicaciones» ("Connect apps") | Mercado Libre and other connected channels. |
«Verificación» hangs from «Resumen» and «Cambiar de plan» from «Plan y capacidad»: they don't show up on their own in the list, but they do in search. A number may appear next to «Lo hacemos por ti»: it's the proposals waiting for your approval.
Which sections you see
You always see the «Cuenta» ones and «Facturación». The rest depend on your account:
- No agency or profile: only «Cuenta» and «Facturación».
- Individual: the group is called «Mi perfil». You don't see «Equipo», «Roles y permisos», «WhatsApp», «Aliados y financieras», «Productos aliados», or «Conectar aplicaciones».
- Agency: «Equipo» if your plan includes a team; «Roles y permisos» if you can also manage roles; «WhatsApp», «Lo hacemos por ti», «Aliados y financieras», and «Productos aliados» if you manage the agency; «Conectar aplicaciones» if your role can see the connections.
- Homes view: «Resumen», «Verificación», «Plan y capacidad», «Cambiar de plan», «WhatsApp», and «Roles y permisos» don't appear, nor do the car-only ones: «Aliados y financieras», «Productos aliados», and «Conectar aplicaciones».
What you see · Settings window
«Esta sección no está disponible para tu cuenta o tu rol. Si crees que deberías verla, pide acceso al dueño o a un administrador.»
This section isn't available for your account or your role. If you think you should see it, ask the owner or an administrator for access.
What it means. You opened a link to a section your account or your role can't see.
What to do.
- Check whether you're in the right view («Autos», "Cars", or «Casas», "Homes").
- If you should see it, ask your agency's owner or an administrator for access.
The usual case
Something doesn't work the first time
You come back from a payment
If you opened settings when coming back from buying something, you see «Listo, tu compra ya está activa.» ("Done, your purchase is now active.") or, if it isn't confirmed yet, «Estamos confirmando tu pago. Se activa solo en cuanto Stripe lo confirme; no vuelvas a pagar.» ("We're confirming your payment. It activates on its own as soon as Stripe confirms it; don't pay again.").
Worst case
You can't find a section
Search for it in «Buscar ajustes». If it doesn't show up, your account or your role doesn't include it.
Each section has its own page in the manual: see Account and security, Agency and team, Plans and payments, and Channels.