--- title: Create a Company Account description: 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. Please Note: Ema --- [Skip to content](https://helpdesk.uffizio.com/knowledge/swm/create-a-company-account#main-content) English Show submenu for translations [Customer portal](https://helpdesk.uffizio.com/tickets?hsLang=en) ![Uffizio logo - black](https://helpdesk.uffizio.com/hs-fs/hubfs/Uffizio%20logo%20-%20black.png?width=200&height=62&name=Uffizio%20logo%20-%20black.png) - [Tickets](https://helpdesk.uffizio.com/tickets) - [Knowledge Base](https://helpdesk.uffizio.com/knowledge) - [Sign Out](https://helpdesk.uffizio.com/_hcms/mem/logout) Open main navigation Close main navigation - [Tickets](https://helpdesk.uffizio.com/tickets) - [Knowledge Base](https://helpdesk.uffizio.com/knowledge) - [Sign Out](https://helpdesk.uffizio.com/_hcms/mem/logout) - English Show submenu for translations - [Customer portal](https://helpdesk.uffizio.com/tickets) - www.uffizio.com www.uffizio.com Platform User Guide - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://helpdesk.uffizio.com/knowledge?hsLang=en) 2. [Smartwaste](https://helpdesk.uffizio.com/knowledge/smartwaste?hsLang=en) 3. [Company](https://helpdesk.uffizio.com/knowledge/smartwaste?hsLang=en#company) # 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.** - Clickon the **➕** icon available on the bottom panel of the screen. ![Company Subuser account add](https://helpdesk.uffizio.com/hs-fs/hubfs/Knowledge%20Base%20Import/Company%20Subuser%20account%20add-2.png?width=142&height=54&name=Company%20Subuser%20account%20add-2.png) ### 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. - Select the **District** and **RTO Division** 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. - Click on the checkbox for **Email Login Details** to mail the created login credentials to the company user. - Click on the checkbox for **SMS** to send the created login credentials to the company user via SMS. **Please Note:** Email and SMS configuration is required on Admin/Reseller account to mail the login credentials to Company user. Learn how to [Setup Email Configuration](https://helpdesk.uffizio.com/knowledge/swm/email-service-configuration-reseller?hsLang=en) and [Setup SMS Configuration](https://helpdesk.uffizio.com/knowledge/swm/sms-service-configuration-reseller?hsLang=en) - Add a **Password** for the company user. - **Retype the password.** ![](https://helpdesk.uffizio.com/hs-fs/hubfs/image-png-Aug-21-2025-05-55-20-2296-AM.png?width=408&height=421&name=image-png-Aug-21-2025-05-55-20-2296-AM.png) **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](https://helpdesk.uffizio.com/knowledge/swm/enable-security-pin?hsLang=en)**for the company user. - Enter the **Password Recovery Email** address to which the password reset link will be sent while performing **[Reset password.](https://helpdesk.uffizio.com/knowledge/swm/reset-password?hsLang=en)** - You can easily upload a [**Logo**](https://helpdesk.uffizio.com/knowledge/swm/upload-logo?hsLang=en) for the company. **![Frame 666 (2)](https://helpdesk.uffizio.com/hs-fs/hubfs/Frame%20666%20(2).png?width=449&height=443&name=Frame%20666%20(2).png)** - Enter [**Helpdesk Details.**](https://helpdesk.uffizio.com/knowledge/swm/helpdesk-details-on-company?hsLang=en) - 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 Rule** To [**Create a New Rule**](https://helpdesk.uffizio.com/knowledge/swm/set-rule-for-company?hsLang=en) for the Company click on Add New and set the new rule for the company as per the requirement. **Please Note:** Company rule will only be visible from Admin & Reseller Login. #### **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](https://helpdesk.uffizio.com/knowledge/swm/change-date-and-time-format?hsLang=en)** 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 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. - Select the Default **Tire Pressure Unit** based on your company's standards. The system will use this unit to display tire pressure information throughout the application. - Select the preferred **Toll Fees Consideration** setting. The system will use this setting to calculate and display toll-related charges 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. ![Frame 660 (5)](https://helpdesk.uffizio.com/hs-fs/hubfs/Frame%20660%20(5).png?width=221&height=60&name=Frame%20660%20(5).png) - 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**](https://helpdesk.uffizio.com/knowledge/swm/api-access-code?hsLang=en) 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. - If you want to grant vehicle **[Immobilization](https://helpdesk.uffizio.com/knowledge/swm/setup-immobilization-rights-for-vehicles?hsLang=en)** 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. **Please Note:** Web Notification Sound option will be available only if the Notification for Web checkbox is selected. - Select the checkbox for enabling the [**Web Access or Mobile Access**](https://helpdesk.uffizio.com/knowledge/swm/web-and-mobile-access-for-subuser?hsLang=en) 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](https://helpdesk.uffizio.com/knowledge/swm/driver-consideration-criteria-for-vehicles?hsLang=en)** field, enables the user to specify the condition of driver allocation on a vehicle with RFID or ignition. - **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.  - **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. - 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:** **![Frame 660 (4)](https://helpdesk.uffizio.com/hs-fs/hubfs/Frame%20660%20(4).png?width=377&height=116&name=Frame%20660%20(4).png)** - **Object Tooltip Settings:** **![Frame 660 (3)](https://helpdesk.uffizio.com/hs-fs/hubfs/Frame%20660%20(3).png?width=165&height=141&name=Frame%20660%20(3).png)** - **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. - You can enable the [**AI ChatBot**](https://helpdesk.uffizio.com/knowledge/swm/chatbot-for-support?hsLang=en) option for the company user by checking this box. - You can enable the [**CRM**](https://helpdesk.uffizio.com/knowledge/swm/how-to-raise-ticket-on-support?hsLang=en) option for the company user by selecting the provided box. #### Navigate to Screen Access [**Screen Access**](https://helpdesk.uffizio.com/knowledge/swm/screen-access-for-company?hsLang=en) 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**](https://helpdesk.uffizio.com/knowledge/swm/data-access-for-company?hsLang=en) 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**](https://helpdesk.uffizio.com/knowledge/swm/map-configuration-for-company-account?hsLang=en) #### 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**](https://helpdesk.uffizio.com/knowledge/swm/email-service-configuration-for-company?hsLang=en) #### 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**](https://helpdesk.uffizio.com/knowledge/swm/sms-service-configuration-for-company?hsLang=en) #### Navigate to Shift The system allows the ability to enable a Shift for employees or drivers, specifying a designated period of time during which they are scheduled to work. Learn how to [**Configure Shift Duty**](https://helpdesk.uffizio.com/knowledge/swm/add-shift-details?hsLang=en) #### Navigate to IVR Interactive Voice Response (IVR) service provides the user with the facility to send alerts via calls. Learn how to [**Configure IVR Service**](https://helpdesk.uffizio.com/knowledge/swm/configure-ivr-service?hsLang=en) #### Navigate to Private Mode The system allows users to enable Private Mode for company vehicles, disabling tracking during designated periods when the vehicle is used for personal purposes outside of company hours. Learn how to [**Configure Private Mode**](https://helpdesk.uffizio.com/knowledge/swm/private-mode-for-company?hsLang=en) #### 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](https://helpdesk.uffizio.com/knowledge/swm/chatbot-for-company?hsLang=en)** #### 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**](https://helpdesk.uffizio.com/knowledge/swm/configure-social-media-api-for-company?hsLang=en) #### 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](https://helpdesk.uffizio.com/knowledge/swm/manage-company-documents?hsLang=en)** #### 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](https://helpdesk.uffizio.com/knowledge/swm/manage-authentication-for-company?hsLang=en)** - Click on the **Save 💾** icon. - [Trakzee](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#main-content) - [User Hierarchy](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#user-hierarchy) - [Admin](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#admin) - [Reseller](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#reseller) - [Company](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#company) - [Branch](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#branch) - [Object](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#object) - [Driver](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#driver) - [Alert](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#alert) - [Reminder Rule](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#reminder-rule) - [Smart Trip](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#smart-trip) - [Expense](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#expense) - [Job](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#job) - [Route Optimization](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#route-optimization) - [Eco Drving/Driver Rating](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#eco-drving-driver-rating) - [Object Group](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#object-group) - [Classify Trips](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#classify-trips) - [Send Command](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#send-command) - [Announcements](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#announcements) - [Base Location Configuration](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#base-location-configuration) - [Address](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#address) - [Geofence](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#geofence) - [Tire Management](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#tire-management) - [Technician](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#technician) - [Billing](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#billing) - [Trailer](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#trailer) - [eLock](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#elock) - [Manage your Account](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#manage-your-account) - [Fuel Management](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#fuel-management) - [Video Telematics](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#video-telematics) - [Live tracking](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#live-tracking) - [Dashboard](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#dashboard) - [Reports](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#reports) - [Charts](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#charts) - [Mobile Application](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#mobile-application) - [White Label](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#white-label) - [FAQs](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#faqs) - [Support](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#support) - [Inventory](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#inventory) - [Driver Application](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#driver-application) - [Technician Application](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#technician-application) - [Beacon](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#beacon) - [Schedule Trip Classification.](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#schedule-trip-classification) - 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[Terms and Conditions](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#terms-and-conditions) - [Parts Master](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#parts-master) - [Advance Idle Rule](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#advance-idle-rule) - [Bulk Action](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#bulk-action) - [QR Tracking](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#qr-tracking) - [Image Overlay](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#image-overlay) - [IP Camera](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#ip-camera) - [Transport Regulation](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#transport-regulation) - [Path Management](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#path-management) - [Vendor](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#vendor) - [RTA RMS Overview](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#rta-rms-overview) - [Social Media API](https://helpdesk.uffizio.com/knowledge/trakzee?hsLang=en#social-media-api) - [SmartBus](https://helpdesk.uffizio.com/knowledge/smartbus?hsLang=en#main-content) - [Admin](https://helpdesk.uffizio.com/knowledge/smartbus?hsLang=en#admin) - [Reseller](https://helpdesk.uffizio.com/knowledge/smartbus?hsLang=en#reseller) - [School](https://helpdesk.uffizio.com/knowledge/smartbus?hsLang=en#school) - [Object](https://helpdesk.uffizio.com/knowledge/smartbus?hsLang=en#object) - [Reminder Rule](https://helpdesk.uffizio.com/knowledge/smartbus?hsLang=en#reminder-rule) - [Driver](https://helpdesk.uffizio.com/knowledge/smartbus?hsLang=en#driver) - [Student](https://helpdesk.uffizio.com/knowledge/smartbus?hsLang=en#student) - [Create Trip](https://helpdesk.uffizio.com/knowledge/smartbus?hsLang=en#create-trip) - [Expense](https://helpdesk.uffizio.com/knowledge/smartbus?hsLang=en#expense) - [Object Group](https://helpdesk.uffizio.com/knowledge/smartbus?hsLang=en#object-group) - [Beacon](https://helpdesk.uffizio.com/knowledge/smartbus?hsLang=en#beacon) - [Class](https://helpdesk.uffizio.com/knowledge/smartbus?hsLang=en#class) - [Division](https://helpdesk.uffizio.com/knowledge/smartbus?hsLang=en#division) - [Academic Year](https://helpdesk.uffizio.com/knowledge/smartbus?hsLang=en#academic-year) - [UHF Reader](https://helpdesk.uffizio.com/knowledge/smartbus?hsLang=en#uhf-reader) - [Holiday](https://helpdesk.uffizio.com/knowledge/smartbus?hsLang=en#holiday) - [Smartwaste](https://helpdesk.uffizio.com/knowledge/smartwaste?hsLang=en#main-content) - [Hierarchy](https://helpdesk.uffizio.com/knowledge/smartwaste?hsLang=en#hierarchy) - [Admin](https://helpdesk.uffizio.com/knowledge/smartwaste?hsLang=en#admin) - [Reseller](https://helpdesk.uffizio.com/knowledge/smartwaste?hsLang=en#reseller) - [Company](https://helpdesk.uffizio.com/knowledge/smartwaste?hsLang=en#company) - [Branch](https://helpdesk.uffizio.com/knowledge/smartwaste?hsLang=en#branch) - [Object](https://helpdesk.uffizio.com/knowledge/smartwaste?hsLang=en#object) - [Support](https://helpdesk.uffizio.com/knowledge/smartwaste?hsLang=en#support) - 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