Create a Company Account

A Company User in the system refers to an account created under a specific reseller user, typically managed by a Reseller or Admin. This user has access to the platform's features and functionalities tailored to their company’s needs.

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.

Please Note:

The Reseller Dropdown is displayed only when a company is created from an Admin account. If the company is created from a Reseller account, the dropdown will not appear.

Select the Country and State of the company 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.
Add the Confirm Username
- Via Email: Click on the checkbox of Email to mail the created login credentials to the reseller.
- Via SMS: Click on the checkbox of SMS to share the Login credentials via sms to the reseller.Share Credentials Via, click on the checkbox to share the Login credentials .

Please Note: Email configuration is required on Admin/Reseller account to mail & SMS the login credentials to Company user. Learn how to Setup SMS Configuration & Setup Email Configuration.

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

Please Note:

Password must be of at least 8 characters.
Password must contain at least one uppercase character (A-Z), one lowercase character (a-z), and one digit (0-9) and special characters from (!,@,#,$,%,&,*,?).

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.

Please Note: Data Storage will be for 90 days by default. If you want to increase the number of days, contact your reseller.

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 the Set Startup Screen from the drop-down. The system will use this screen as the default landing page when the user logs in.
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.
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.
Report Filter Based On: Select the default option based on which the user can filter the report.
Select the checkbox if you want to Show Watermark on the reports while you export them in the provided formats.
Generate API Access Code and add it.
Restrict Change Password: By selecting this option, you can prevent the user from changing their password.
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.
The Notification field will allow you to grant permission to the company user to get notifications via Web platform.
- 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.

Please Note: Web Notification Sound option will be available only if the Notification for Web checkbox is selected.

Select the Radio Box for configuring the Web 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.
Customisation Privileges: This feature allows users to customize the application theme and login page.

Please Note: The Customisation Privilege option is available only for White Label users.

By enabling the Upload logo checkbox the company can upload their brand logo into their account.
By enabling the Upload Object Logo checkbox, the company can upload custom logos for their objects in the 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:

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 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

Navigate to Social Media API

The Social Media API (Application Programming Interface) is seamlessly integrated into the software, allowing users to receive alerts, reports, and announcements directly through their chosen social media platforms.

Learn how to Configure 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.