Edit 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 No, Aadhar No, GSTIN No.
• Data Storage will be given by default.

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 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.
  
• 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.

• 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.

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.