Create a company account

Company accounts can be created by admin and reseller.  This document guides how to create a new company account.

To get started #

• Login to your account.
• Go to Settings > General > Company
• Click on the ➕ icon on the taskbar below.
  
  

To create new account  #

Navigate to My Account #

•  Add a Reseller under which you want to create the company account.
• Add the Country from the dropdown menu.
• Add the Short Name and Username for the company account.
• Click on the checkbox of Email Login Details to mail the created login details to the company.
• Add a Password for the company user.
  
  

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 (!,@,#,$,%,&,*,?).

• Retype the password.
• You can set a Security Pin for the company.
• Enter Helpdesk Details.
• Enter address details like City, zip code etc.
• Enter Fax Number.
• Data Storage will be given by default.

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

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 #

User setting in will allow the users to set their preferences as per their needs related to the objects.

• Enter your preferred Time Zone.
• You can edit the Date and Time Format.
• Select a Unit of Distance from the dropdown list.
• Select the Preferred Currency Unit as per the company location.
• Select the Unit of Fuel from the dropdown list.
• Select the User Status as user active or inactive.
• Generate API Access Code and add it.
• Setup Immobilization if required.
• Web Access or Mobile Access
• Provide the rights of Door Access if required.
• Select the checkbox of Upload Logo 

Navigate to Screen Access #

Admin and reseller can provide specific Screen Access of objects to the company according to their use.

Navigate to Data Access #

Admin and reseller 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 and reseller 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 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

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 Social Media API