Reseller account can be created by admin users and can be updated as and when required. This document guides how to edit the existing reseller account.
To get started
- Login to your Admin account.
- Go to Settings > General > Reseller.
- Double-click on the account you want to update.
You will land on Reseller page.
To update reseller account
Navigate to My Account.
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- You can edit the Country and State from the dropdown menu.
- You can edit Short Name and Username.
- If you wish to Change Password for Reseller account then click on the link given.
- Retype the Password.
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- You can easily upload Logo. for Reseller.
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- You can set a Security Pin for the reseller.
- You can add Password Recovery Email.
- Enter address details like City, zip code etc.
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- Enter Helpdesk Details.
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- Enter your WhatsApp Contact Number, which will be used by our team to share the Application Usage Report.
- Enter Fax Number.
- Enter a Welcome Message which will be shown when the user logs in.
- Enter GSTIN number.
- Enter PAN No.
- Data Storage will be given by default.
Please Note: Data Storage will be for 90 days by default. If you want to increase the number of days, contact us.
Navigate to Rule
To Create a New Rule for the reseller click on Add New and set the new rule for Reseller as per the requirement.
Navigate to User Settings
User Setting in will allow the users to set their preferences as per their needs related to the objects.
- Enter preferred Time Zone.
- You can edit Date and Time Format.
- Enter the Week Start Day.
- You can mark the User Status as active or inactive.
- You can check the checkbox if you want to Show Default Filter Option.
- You can check the checkbox if you want to Show Object Name On Report.
- You can check the checkbox if you want to enable the Smooth Live Tracking option.
- Generate API Access Code and add it.
- You can check the checkbox if you want to Show Country Border.
- Selected Disputed Region Country.
- You can check the checkbox if you want to Restrict Change Password.
- Setup Immobilization if required.
- You can check the checkbox if you want to enable the Immobilize via parking mode option.
- Door permission can be set.
- You can provide Web Access or Mobile Access as per your needs.
- By checking the Single Mode Login you can set the condition for sub-user to be able to login from Web or from Mobile for that account.
- Check the box for enabling the Customisation privileges and Logo preferences.
- Check the box for enabling the Object List Settings and Object Tooltip Settings.
- Check the box for enabling the AI ChatBot and CRM option for reseller account.
Navigate to Screen Access
Admin can provide specific Screen Access of objects to the reseller according to their use.
Navigate to Data Access
Admin can provide specific Access to Data related to objects to the reseller according to their use.
Navigate to Map
Setting up the map as per the requirement can provide a great experience for tracking the fleets live.
Learn how to Setup Map Configuration.
Navigate to Email
Email configuration can be done to send alerts as emails from the software.
Learn how to Setup Email Configuration.
Navigate to SMS
SMS configuration needs to be done when the user wants to connect SMS-sending software to the application to send automated alert messages.
Learn how to Setup SMS Configuration.
Navigate to Templates
Admin can set up alert notification templates. Customized alerts and notifications can be added for the object according to the requirements.
Learn how to Add Alert Notification Templates.
Navigate to Payment Gateway
A payment gateway serves as a portal to facilitate transaction flow between customers and merchants.
Learn how to Add Payment Gateway.
Navigate to Reseller SubUser
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Admin can create a new user and tailor their rights and permissions. Sub-users' rights are limited to their roles and responsibilities.
- Learn how to Add a New SubUser.
- Learn how to Provide Data Access.
- Learn how to Provide Screen Access.
- Learn how to do User Settings.
Navigate to Rename Label
You can replace the actual label name with the name you want.
To rename a label:
- Click on Add New and enter the existing label name and then enter a new name.
- Click on save 💾 to save the configuration.
Navigate to IVR
Interactive Voice Response (IVR) service provides the user with the facility to send alert via calls.
Learn how to Configure IVR Service.
Navigate to ChatBot
A ChatBot is a digital assistant that is used to initiate online chat conversations. Chatbots are used to answer questions, and escalate problems, to human agents when necessary.
Learn how to Configure ChatBot.
Navigate to Social Media API
Social Media API (Application Programming Interface) is integrated in the software so that the user can receive alerts, reports, or announcements via the set social media platform.
Learn how to Configure a Social Media API.
Navigate to Documents
Documents are included in the software so that the being an admin can upload the necessary documents on the platform and can easily access them from the platform itself.
Learn how to Configure a Documents.