Create a consumer account for a customer who tracks their own fleet. As the owner of a consumer account, you can also create a sub-consumer, for example for a subsidiary. The new account's owner gets an invitation by email.
¶ Before you start
- You need the Add Consumer Accounts permission. The built-in Owner role has it, in dealer and consumer accounts.
- Restrict Sub Accounts must be off for your own account.
- Have the company's name, address and, for a registered business, its registration number.
- Have the email address of the account's future owner.
¶ Open the new consumer form
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In the side menu, select Accounts > Consumers.
The Consumers list opens. -
Select Add Consumer, marked 1.
The Add New Consumer Account form opens.
¶ Fill in identity and owner
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In Name, enter the company name, for example Delfshaven Deliveries.
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In Address, enter the postal address.
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In Country, choose the country.
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In Region, enter the state, province or region.
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If the company is a registered business, in Registration Number, enter its number. Otherwise turn off Is Legal Entity above it.
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In Select Currency, choose the billing currency.
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In Default Owner Email, marked 1, enter the owner's email address, at most 30 characters.
¶ Choose permissions
- Optional: turn on Restrict Sub Accounts if the customer must not create sub-consumers.
- Optional: turn on Allow White Labelling if the customer may use its own branding. It shows only if your account may white-label.
- Optional: change Date and Time Format and Measurement System to the customer's local formats.
Optional: in the Map section, tick the base maps the account offers, and enter a map provider key if a map needs one. See Account Settings.
The Consumer account form reference describes every field.
¶ Save and invite the owner
- Select Save Changes.
The app shows "Consumer created successfully" and opens the Consumers list with the new account in it.
The app emails an invitation to the owner address. The person who accepts it becomes the account's Owner and can invite colleagues.
¶ What happens next - devices and units
The new account is empty. Before its users can track anything, the dealer allocates units to it.
To give the new account its units, see Allocate a unit.
To follow the owner invitation or send it again, open the account's Invitations tab. See Manage the users of a customer account.