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      Edit company account

      A company account can be created by admin and reseller. It can be updated as and when required by the admin, reseller, or company users. This document guides how to edit the existing company account.

      To get started

      • Login to your account.
      • Go to Settings > General > Company.
      • Double-click on the account you want to configure.

      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.
        • Enter Password Recovery Email.
        • Enter Helpdesk Details.
        • Enter Address details.
        • Enter Fax Number.
        • Enter PAN No, Aadhar No, GSTIN 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 Company click on Add New and set the new rule for the company 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 your preferred Time Zone.
      • You can edit the Date and Time Format.
      • Select a Unit of Distance from the dropdown list.
      • Select the Preferred Currency Unit as per the company location.
      • Select the Unit of Fuel from the dropdown list.
      • Select Fuel Economy Scalling.
      • Select the User Status as user active or inactive.
      • Provide rights for Show Default Filter Option.
      • Provide rights for Show Object Name On Report.
      • Provide rights for Smooth Live Tracking.
      • Generate API Access Code and add it.
      • Provide rights for Restrict Change Password.
      • You can enable the option for Forcefully First Login Password Change where you can set the condition for sub-user to change the password for the account when he/she logs into the account for for the first time.
      • Setup Immobilization and Immobilization via parking mode if required.
      • Provide the rights of Door Access if required.
      • The Notification field will allow you to grant permission to the sub-user to get notifications via Web or Mobile.
      • Set Web Access or Mobile Access  as per your needs.
      • Provide the rights of Single Mode Login if required.
      • Select Driver Consideration Based On.
      • Select Mobile Report View.
      • Select the checkbox of Upload Logo.
      • Check the box for enabling the CRM option for reseller account.

      Navigate to Screen Access

      Admin can provide specific Screen Access of objects to the company according to their use.

      Navigate to Data Access

      Admin can provide specific Access to Data related to objects to the company 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 Branch

      Admin, reseller, or company user can add a new branch in the company’s account.

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

      Navigate to Shift

      Admin, reseller, company can add shift duty timings to rotate employees at morning, afternoon, and overnight shift.

      Learn how to Configure Shift Duty.

      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 Private Mode

      Admins, reseller and company can set up private mode for the company vehicles. Private Mode is basically a time when the vehicle is in personal use outside of company hours.

      Learn how to Configure Private Mode.

      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 SocialMedia 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.