Create a Company Account

To Get Started

• Log in to your account.
• Go to Settings > General > Company.
• Click on the ➕ icon available on the bottom panel of the screen.
  

To Create New Account 

Navigate to My Account

• Select a Reseller from the drop-down under which you want to create the company account.

• Select the Country and State of the company from the drop-down menu.
• Select the District and RTO Division from the drop-down menu.
• Add the Short Name of the company.
• Add the Username for the company account. Use an email address as a user name.
• Click on the checkbox for Email Login Details to mail the created login credentials to the company user.

• Add a Password for the company user.
• Retype the password.
  

• You can enable a Security Pin for the company user.
• Enter the Password Recovery Email address to which the password reset link will be sent while performing Reset password.
• You can easily upload a Logo for the company.
  

• Enter Helpdesk Details.
• Enter Address details like City, Zip code, Street1, Street2 etc.
• Enter the concerned person name in Contact Person for which the user is being created.
• Enter Fax Number.
• Enter PAN No, Aadhar No, GSTIN No. of the company.
• Define the duration of Data Storage for the company. This period determines the number of days the company can access and analyze data on the platform. For example, if set to 90 days, the company will have access to analytics for the past 90 days.

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

The User Settings section in the Company account enables users to customize the below fields according to their preferences.

• Enter the preferred Time Zone from the predefined options. 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, controlling the user access as needed.
• 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.
  
• 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.
• Forcefully First Login Password Change: By selecting this option, you can set the condition for the user to change the password for their account when they logs into the account for the first time.
• 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.

• 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 a 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.
• By enabling the Upload logo checkbox the company can upload their brand logo into their account. 
• You can grant the company users to utilize the Object List Settings and Object Tooltip Settings available on the Tracking screen by selecting the corresponding checkbox.
  • Object List Setting:
    
  • Object Tooltip Settings:
    
• 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.
• You can enable the AI ChatBot option for the company user by checking this box.
• You can enable the CRM option for the company user by selecting the provided box.

Navigate to Screen Access

Screen Access allows the granting or restriction of access to specific screens or modules based on user roles and permissions, ensuring users view only the sections relevant to their responsibilities and enhancing security and efficiency.

Navigate to Data Access

Admins can grant resellers specific Data Access permissions to company for customized features based on their preferences.

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. Multiple branches can be created under the company account with their own vehicles and configurations.

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

Navigate to Shift

The system allows the ability to enable a Shift 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