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      Edit a Reseller Account

      The Admin is able to create multiple reseller accounts tailored to their unique requirements. Additionally, both the Admin and the Reseller have the capability to make edits to the reseller account as needed.

      This document provides a step-by-step guide on how to edit a reseller account.

      To Get Started

      • Log in to your account.
      • Go to Settings > General > Reseller.
      • Double-click on the account you want to update.

      To Update Reseller Account

      Navigate to My Account

      • 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.
      • You can easily update a Logo for Reseller.
      • You can set a Security Pin for the reseller.

      Please Note: The security pin, once created, cannot be altered or viewed again. Therefore, it is essential to remember this pin for future reference. 

      • You can edit the Password Recovery Email address on which the password reset link will be sent while performing Reset password.
      • You can edit address details like City, Zip code, Street1, Street2 etc.
      • You can edit the concerned person's name in Contact Person.
      • Enter Helpdesk Details.
      • You can edit your WhatsApp Contact Number, which will be used by our team to share the Application Usage Report.
      • You can edit Fax Number.
      • Update the Welcome Message that will be shown when the user logs in.
      • You can edit GSTIN number.
      • You can edit 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 your Admin.

      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.

      Please Note: The Rule tab will not be visible when the Reseller is logged into their account. It will only appear when the reseller account is updated by an Admin user, as only the Admin has the authority to configure rules for resellers.

      Navigate to User Settings

      The User Settings section in the Reseller account enables users to customize their preferences according to their specific needs for various platform features.

      • You can edit the preferred Time Zone.
      • You can edit Date and Time Format.
      • You can edit the Week Start Day. The application will produce weekly reports based on the start day of the week that has been configured on your account.
      • You can mark the User Status as active or inactive.
      • Show Default Filter Option: You can turn on/off the "Records per page" drop-down being displayed on the bottom right of all the screens on the platform.
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      • Select the Show Object Name On Report checkbox if you wish to display the object name on the report.
      • Select the checkbox if you want to Show Watermark on the reports while you export them in the provided formats.
      • Smooth Live Tracking: Select the checkbox if you wish to provide the smooth live tracking feature.
      • Generate API Access Code and add it.
      • To enable the visibility of the country border on the Live tracking screen map, please select the checkbox for Show Country Border and choose the option for Disputed Region as needed.
      • You can restrict the user from changing the password for their account by selecting Restrict Change Password option.
      • If you want to grant vehicle Immobilization rights to the user, then select the provided checkbox.
      • Immobilization via parking mode: If this option is enabled, the vehicle will be immobilized if an unauthorized person attempts to move it while it is in parking mode. (Note: The immobilization sensor port must be configured on the object.)
      • Select the checkbox for enabling the Door access.
      • You can provide Web Access or Mobile Access as per your needs.
      • By enabling the Single Mode Login feature, you can restrict the user's access to a single platform—either web or mobile. This means that if the user is logged in on one device, they will not be able to access their account from another device simultaneously, enhancing security by ensuring only one active session at a time.
      • By selecting the Customisation Privileges checkbox, you allow the reseller to customize the user interface of the platform, enhancing their branding and user experience.
      • By enabling the Upload logo checkbox, the reseller can upload their brand logo into their account.
      • You can grant the reseller users to utilize the Object List Settings and Object Tooltip Settings available on the Tracking screen by selecting the corresponding checkbox.
        • Object List Setting:
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        • Object Tooltip Settings:
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      • You can enable the AI ChatBot option for the user by checking this box.
      • You can enable the CRM option for the user by selecting the provided box.
      • Enable the checkbox to make the Installation Date mandatory for the reseller account. This ensures the Installation Date field is required when adding a vehicle under that reseller. The field will be available in the Profile tab of the Vehicle module.

      Please Note: Certain fields will not be accessible when the Reseller account is being updated by a Reseller user. This restriction is in place because specific features can only be added or modified by an Admin user for the reseller. Such features include the AI Chatbot, CRM, and Restrict change password, Customization Privileges, etc.

      Navigate to Screen Access

      The Screen Acces settings for the Reseller account can only be modified by the Admin based on user roles and permissions.

      Navigate to Data Access

      Only an Admin has the authority to modify specific Access to Data associated with the reseller's usage needs.

      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 configured to send alerts directly to users' email addresses from the system.

      Learn how to Setup Email Configuration

      Navigate to SMS

      The system provides the option to configure an SMS service that delivers alert notifications directly to users' mobile phones.

      Learn how to Setup SMS Configuration

      Navigate to Templates

      Customized templates can be configured for alert notification content to meet the specific requirements of the user.

      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

      Admin and Resellers can create users under reseller accounts to manage reseller's daily operations and customize their permissions based on roles (e.g., creating company accounts, granting feature access), ensuring controlled functionality. They can also make edits as necessary when required.

      Navigate to Rename Label

      Rename Label will be used by resellers to customize the platform by replacing the default feature labels with names of their choice. 

      To rename a label, 

      • Click on Add New, enter the existing label name, and input the desired new name in the provided textbox.
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      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 software application designed to simulate human conversation, allowing users to interact via text or voice.

      Learn how to Configure ChatBot

      Navigate to Social Media API

      The Social Media API (Application Programming Interface) is seamlessly integrated into the software, allowing users to receive alerts, reports, and announcements directly through their chosen social media platforms.

      Learn how to configure a Social Media API

      Navigate to Documents

      Documents are included in the software so that the reseller can upload the necessary documents on the platform and can easily access them from the platform itself.

      Learn how to configure a Documents

      Navigate to Authentication

      The authentication tab in the software is to enhance security and ensure that critical actions, such as making announcements, are performed only by authorized users.

      Learn how to configure Authentication

      • Click on the Save 💾 icon.