Documentation
Customer

Customer

Customer Management

The Customer section allows administrators to manage Customer accounts efficiently. It provides essential details like Customer Name, Valid Email, and Password & Optional fields will be auto-assigned if left blank.

Create a New Customer

  1. Access Customer Section:

    • Go to the Settings option and select the Customer tab.
    • Click on the + sign on right bottom corner to open the form for adding a new Customer.
    • Select the Reseller from drop down in Add Customer user page.

  2. Enter Customer Details:

    • Provide the Customer Name, Email, and Password & Other fields are optional.

  3. Enter other details (if required):

    • Preferences: Set your preferences like contact number, Default map type, coordinate format, Speed unit, distance unit, altitude unit, volume unit, currency unit, time zone etc.

    • Recipients: Enter maximum 4 Email Ids of recipients for sending notifications etc.

    • Location: Enter coordinates of the Customer location with zoom level (1-22)

    • Permissions: Assign different permissions to the Customer from the list according to the requirement. Some of the permissions are

      • Expiration
      • Device Limit
      • User Limit
      • Disabled
      • Admin
      • Read only
      • Disable Reports
      • Immobilizer
      • Edit Device Expiration

    • Attributes: Different attributes can be selected from the drop-down list according to requirement like Show Geofences, Live routes, Show directions, Device title, Sound alarms etc.

  4. Save the Customer:

    • Review the entered details and assigned resources. Click the Save button to create the new Customer account.

Visual Aids

  • Create Customer Form: Create Customer Form Description: This image shows the form used to create a new Customer.

Managing Existing Customers

  1. Edit Customer Details:

    • To edit an existing uCustomerser, click on Edit icon in Action column and update the necessary details and save changes.

  2. Login Customer:

    • To login a Customer account, click on login symbol in Action column.

  3. Delete Customer:

    • To permanently delete a Customer, click on Delete icon in Action column and confirm the action to remove the Customer account.

  4. Connections:

    • To assign the Geofence, Notification, Driver, Devices, Maintenance, Group, Calendar to the Customer.
ResellerProfile