Client

Client Management

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

Create a New Client

1. Access Client Section:

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

2. Enter Client User Details:

   • Click on created Client, Click New User + & fill the details of the Client User
   • Provide the Client 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 Client location with zoom level (1-22)

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

     • Expiration
     • Device Limit
     • Disabled
     • Read only
     • Disable Reports
     • Immobilizer

   • 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 Client:

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

Visual Aids

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

Managing Existing Clients

1. Edit Client Details:

   • To Edit an existing Client, then click the Edit icon in the Actions column to update the necessary details and save the changes.

2. Edit Client User:

   • To Edit an existing Client User, then click on Client name & Click the Edit icon in the User Actions column and update the necessary details and save changes.

3. Login Client:

   • Click on the existing Client, To Login an existing Client User, click on login icon in the User Actions column.

4. Delete Client:

   • Click on the existing Client, To permanently delete a Client User, click on Delete icon in the User Actions column and confirm the action to remove the Client account.

5. Connections:

   • Click on the existing Client, click on Connections icon in the Client User Actions column. To assign the Geofence, Notification, Driver, Maintenance, Group, Calendar & Devices to the Client User.