How to edit company details and settings
This guide offers a quick overview of how to edit company details.
To edit company details and settings, you need to have the Admin user role. If you don't have this role, please contact the Admin user for further assistance.
Open the web-portal and log in.
Navigate to the Settings tab, then select the Company sub-tab. There are five section needs to put information.
There are three edit icons available and App Preference enable/disable buttom.
Click on the first edit icon to add/update company details such as the company logo, comany address/contact details, company banner, company name, company description and save the changes.
Click on the second edit icon to change the module. You can select one of these options: Transportbuyer, Transportbuyer with fleet, or Hauler. Save the changes.
You can enable or disable the following app preferences options: Picture required, GPS tracking enforced, and Delivery sequence enforced.
Click on the fourth edit icon to update/remove the template of Trace and Track brand's background color and save the changes.
Click on the fifth edit icon to update/remove the template of Trace and Track brand's logo and save the changes.
Related Articles:
How to enter company details and configure settings
How to view company details and settings
Understanding modules and their significance
Understanding brand's background color for the track & trace template
Understanding brand's logo for the track & trace template
Understanding apps preference
Check the app's status here. If you can't access Dropboy, chat or report issues
To edit company details and settings, you need to have the Admin user role. If you don't have this role, please contact the Admin user for further assistance.
Steps:
Open the web-portal and log in.
Navigate to the Settings tab, then select the Company sub-tab. There are five section needs to put information.
There are three edit icons available and App Preference enable/disable buttom.
Click on the first edit icon to add/update company details such as the company logo, comany address/contact details, company banner, company name, company description and save the changes.
Click on the second edit icon to change the module. You can select one of these options: Transportbuyer, Transportbuyer with fleet, or Hauler. Save the changes.
You can enable or disable the following app preferences options: Picture required, GPS tracking enforced, and Delivery sequence enforced.
Click on the fourth edit icon to update/remove the template of Trace and Track brand's background color and save the changes.
Click on the fifth edit icon to update/remove the template of Trace and Track brand's logo and save the changes.
Related Articles:
How to enter company details and configure settings
How to view company details and settings
Understanding modules and their significance
Understanding brand's background color for the track & trace template
Understanding brand's logo for the track & trace template
Understanding apps preference
Check the app's status here. If you can't access Dropboy, chat or report issues
Updated on: 31/10/2023
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