Companies Management

Creating Companies

You can add a company manually in the system or invite them by sending a registration form to fill in their details (via email/WhatsApp). Once the company completes their business details in the form, they will receive an email with their login credentials and can start using the system immediately. You can view all invitations sent to companies and their status under Invite => Invitations. Note: Deleting a company is not an option; you can deactivate them instead.

Company Profile

Login as customer

Click “Login as customer” to enter support mode and view the company’s account as they see it (the button is shown when the company has at least one user).

After viewing the account, click the “Back to Organization” button that will appear at the top of the screen.

Deliveries

You’ll be directed to the company’s deliveries report.

Details

Summary of deliveries for the last 30 days.

Profile

In this section, you can edit the company’s details and address, status (active/inactive), and additional settings.

Users

Here, we can manage the company’s users and create new users for them. By clicking on a username, we can view and edit the user’s details. In the menu at the end of the row (three dots), choose “Change Password” to set a new password for them (it’s not possible to view the user’s current password).

Note: If the company forgets their password, you can send them a password reset email (“Reset Password” in the same menu) or instruct them to click “Forgot Password” on the login screen (using the username as appears in the system).

Saved Locations

In this section, we can define saved locations for the company and their customers.
The company can also manage their own saved locations and those of their customers.

Recurring Deliveries

Display of recurring deliveries in the system under the company.

Documents

In this section, you’ll view all documents associated with the company.

Rates

Here, you can set a fixed price for delivery to the company or choose from the rates lists you’ve created in the system.

Messages

In this section, you can manage the types of messages you want to send to your business customers (shown when the SMS add-on is on).

Companies Settings

Through Settings => General => Companies Settings (or the Settings button on the Companies page), you can define:

• The default company for manually created deliveries.
• Which fields to display in their account within the system.
• Statuses that allow them to edit delivery details or cancel a delivery (view Statuses guide).