Edit Company Account

Company User in the system refers to an account created under a specific reseller user, typically managed by a Reseller or Admin. This user has access to the platform's features and functionalities tailored to their company’s needs.

A company account can be created by Admin or Reseller users and updated as needed by Admin, Reseller, or Company users. This document provides instructions on editing an existing company account.

To Get Started

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

To Update Company Account 

Navigate to My Account. 

  • You can edit the Country, State, District and RTO Division from the dropdown menu.
  • You can edit Short Name and Username.
  • If you wish to Change Password click on the link given.
  • You can set a Security Pin for the company.
  • You can edit the Password Recovery Email address to which the password reset link will be sent while performing Reset password.
  • You can edit Helpdesk Details.
  • You can edit Address details such as City, Zip code, Street1, Street2 etc.
  • You can edit Contact Person information.
  • You can edit Fax Number.
  • You can edit PAN NoAadhar NoGSTIN No.
  • Data Storage will be given by default.

    Please Note: Data Storage will be for 90 days by default. If you want to modify the number of days, contact the Reseller.

    Navigate to Rule

    To Create a New Rule for the Company click on Add New and set the new rule for the company as per the requirement.

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

    Navigate to User Settings

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

    • You can modify the Time Zone according to your preference. The chosen timezone will be utilized to present analytics for the company account within the application.
    • You can edit the Date and Time format.
    • Select the Week Start Day. The application will produce weekly reports based on the start day of the week that has been configured on your company account.
    • Select a default Unit of Distance from the drop-down list. The system will use this distance unit to display the distance consistently across all sections of the application.
    • Select the preferred Preferred Currency Unit based on the company's location. The system will use this currency unit to display currency information throughout the application.
    • Select the Unit of Fuel from the drop-down list. The system will use this fuel unit to display the fuel analytics on the application.
    • Select Fuel Economy Scaling from the drop-down list. This will be used to display mileage on Fuel Economy Report.
    • Choose the User Status to determine the current state of the user's account. This setting allows you to activate or deactivate the account.
    • 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.
    • 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.
    • The Notification field will allow you to grant permission to the company user to get notifications via Web platform or Mobile application.
      • Web Notification Sound: This option allows you to customize the web notification sound, enabling it to play either once or repeatedly according to your preferences.

    Please Note: Web Notification Sound option will be available only if the Notification for Web checkbox is selected.

    • Select the checkbox for enabling the Web Access or Mobile Access as per the requirement.
    • 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.
    • The Driver Consideration Based On field, enables the user to specify the condition of driver allocation on vehicle with RFID or Ignition.
    • Mobile Report View: The system allows users to customize report views in the mobile application by selecting their preferred rights. Reports can be displayed in either Table or Card format using this option.
    • Allow Messaging: Enabling this feature allows drivers to send messages from the driver application. These messages will be displayed to the Company Admin, facilitating two-way communication based on the driver's rights.
    • SOS Acknowledgement: The SOS Notification window will remain open until the user will add the Reason and Comment, if the SOS Acknowledgement is Enabled.

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

    Navigate to Screen Access

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

    Navigate to Data Access

    Only a Reseller 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 Branch

    A Branch in the company account is a subunit, designed to manage and organize operations or locations. The Admin/Reseller/Company user can add, edit, or delete branches that under the company account.

    Learn how to Add a new Branch to the company account.

    Navigate to Shift

    The system allows the ability to add or modify shifts for employees or drivers, specifying a designated period of time during which they are scheduled to work.

    Learn how to Configure Shift Duty

    Navigate to IVR

    Interactive Voice Response (IVR) service provides the user with the facility to send alerts via calls.

    Learn how to Configure IVR Service

    Navigate to Private Mode

    The system allows users to enable Private Mode for company vehicles, disabling tracking during designated periods when the vehicle is used for personal purposes outside of company hours.

    Learn how to Configure Private Mode

    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 Social Media API

    Navigate to Documents

    Documents are included in the software so that the admin 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.