Create a Reseller Account

A Reseller is a business or individual that purchases software or services from a distributor or provider and then sells them to end customers.

In the system, Reseller purchases the software from the Admin and subsequently sells it to their end customers, offering personalized branding and pricing options. The Admin has the ability to create multiple reseller accounts based on their specific needs.

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

To Get Started

• Login to your Admin account.
• Go to Settings > General > Reseller 
• Click on the ➕ icon on the taskbar below.
  
  

To Create a Reseller Account 

Navigate to My Account

• Select the Country from the drop-down menu.
• Select the State from the drop-down menu.
• Add a Short Name for the reseller.
• Add a User Name for the reseller. Use an email address as a user name. 
• Confirm the User Name by entering it again.
• Click on the checkbox for Email Login Details to mail the created login credentials to the reseller.

• Add a Password for Reseller account.
• Retype the Password.
  

• You can set a Security Pin for the reseller.
• Enter the Password Recovery Email address on which the password reset link will be sent while performing Reset password.
  
• 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. 
• You can easily upload a Logo for reseller.
• Enter Helpdesk Details.
• Enter Fax Number.
• Enter a Welcome Message which will be displayed on the startup screen upon user login.
• Enter GSTIN number of the reseller's organization.
• Enter PAN No number of the reseller's organization.
• Define the duration of Data Storage for the reseller. This period determines the number of days the reseller can access and analyze data on the platform. For example, if set to 90 days, the reseller will have access to analytics for the past 90 days.

Navigate to Rule

Learn how the Admin can Create a New Rule for their resellers according to their customized requirement.

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.

• Enter the preferred Time Zone from the predefined options. The chosen timezone will be utilized to present analytics for the reseller account within the application.
• You can edit 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 admin account.
• 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.
• Select the checkbox for enabling the Show Country Border and select Disputed Region. 
• You can restrict the user to change the password for their account by selecting Restrict Change Password option.
• 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 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.
• Select the checkbox for enabling the Web Access and 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.
• By selecting the Customisation Privileges checkbox, you allow the reseller to customise 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:
    
  • Object Tooltip Settings:
    
• 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.

Navigate to Screen Access

Admin can customize the screen rights and provide specific Screen Access to the reseller according to their individual requirements.

Navigate to Data Access

Admins can grant resellers specific Data Access permissions to reseller 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 set up to send alerts information directly on the users' email address 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

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 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.
• Click on save 💾 icon.

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 an artificial intelligence (AI) program designed to simulate human conversation through text or voice interactions.

Learn how to Configure ChatBot