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

• Log in 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.
• Share Credentials Via, click on the checkbox to share the Login credentials .
  • 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.

• 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.
• 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 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 reseller 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.
  
• Search Based On: Select the default option based on which the user can search the details in 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.
• 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.
• Select the checkbox for enabling the Web Access as per the requirement.
• By selecting the Customisation Privileges checkbox, you allow the reseller to customize 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.
• By enabling the Upload Object logo checkbox the reseller can upload the vehicle logo from their account.
• You can grant the reseller users to utilize the Pet List Settings and Pet Tooltip Settings available on the Tracking screen by selecting the corresponding checkbox.
  
  • Pet 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.

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 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 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.
  

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 Documents