The Admin oversees the platform's functionality, which includes creating users, assigning roles, and managing permissions.
Admin account will be created by the super admin and transferred to the designated user. Once in possession of the account, users will have the ability to modify and update the admin account specifications to suit their specific requirements.
To Get Started
- Log in to your Admin account.
- Go to Settings > General > Admin.
- Double-click on the account you want to configure.
- You will land on the Admin page.
To Configure an Admin Account
Navigate to My Account
- You can edit the Country and State from the drop-down menu.
- Short Name and Username will be provided by the super admin.
- If you wish to Change Password of your admin account, then click on the link given.
- If you wish to set a Security Pin, click on the checkbox.
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 easily upload your Logo.
- Enter the Password Recovery Email address on which the password reset link will be sent while performing Reset password.
- Enter your 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 your Helpdesk Details.
- Enter your WhatsApp Contact number, which will be used by our team to share the Application Usage Report.
- Enter your Fax Number.
- Enter a Welcome Message that will be displayed on the startup screen upon user login.
- Enter GSTIN number of your organization.
- Enter PAN No number of your organization.
- Data Storage will be provisioned for your account by default. This period determines the number of days the admin can access and analyze data on the platform. For example, if set to 90 days, the user will have access to analytics for the past 90 days.
Please Note: Data Storage will be for 90 days by default. If you need to increase the number of days, please contact us.
Navigate to User Settings
The User Settings section in the Admin account enables users to customize their preferences according to their specific needs for various platform features.
- You can change the Time Zone from the predefined options. This selected timezone will be used to display analytics in the application.
- You can edit Date and Time Format, which will be used to show analytics in the entire application.
- 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.
- Show Object Name On Report: Select the checkbox if you wish to display the object name on the report.
- Show Watermark: Select the checkbox if you wish to display a watermark on the reports when exporting 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.
- Setup Immobilization if required.
- 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.)
- Password Change Policy: When this option is activated, the system will prompt the user to change their password after a defined period of time.
- Password History: If this option is activated, the system will prevent you from reusing any of your last three passwords.
- Hide Expiry Message: Selecting this checkbox will ensure that the Expiry Message is not shown to child users when the Tariff plan is about to expire.
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 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 Admin SubUser
Admin can create a new user and tailor their rights and permissions. Sub-users' rights are limited to their roles and responsibilities.
- Learn how to Add a New SubUser.
- Learn how to Provide Data Access.
- Learn how to Provide Screen Access.
- Learn how to Provide User Settings.
- Learn how to manage Authentication for sub-users.
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 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 a 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.