Account Settings Dashboard

This article describes how the manager can set preferences and find out account level details on the settings page.

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Written by Support
Updated over a week ago

SETTINGS:
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To check account level information regarding the usage and default preferences:

  1. Click on 'Company'.

  2. Click on 'Settings'.

The following subsections are present under Account Settings:

BASIC

It lists out the basic details of the account.

You can edit the following details here:
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a. Account information - This will include the Name of account, Type(Paid/Trial), Notify Email, Time zone, Location Opt in and SMS Opt in.
​Note: The Account Id remains primary and can not be changed.

b. Contact information - Name, Email, Phone of the contact person of the account.

c. Reporting units - This section can be used to define the reporting units for the account including various kinematics parameters. You can select your desired units from the drop down menu. For example - You can set the speed to be reported in mph or km/ph

d. Device Nomenclature - It allows you to customize the account to use a more relevant terminology with respect to your industry.

e. Usage - It displays the current usage of the services including SMS, Pictures, Network Locates, QR/Barcode Scans, etc.

Click on SAVE button to save any new changes.

MOBILE APP

It allows you to control the mobile app's behavior.

You can edit the following details here:

a. Location Tracking
- This allows you to set location tracking related preferences like what should be the frequency of tracking, what should be the minimum stoppage time, etc.

b. Customers & Tasks

- In 'Display to Employees' you will be able to choose if the employees can access all the customers and tasks or only those assigned to them.

- In 'Mandatory selections' you can make its mandatory for your employees to select a customer before making a submission.

- You can 'Enable myTeam for' the Managers to lookup for the locations of all employees or only those assigned to them.

c. Time-clock Stages

- You can set customized names for 8 different time-clock stages.
- This section also allows you to enable 'Mandatory Attachments' for your employees.

Click on SAVE button to save any new changes.

SECURITY & PRIVACY

This allows you to update your Account's security level & privacy settings.

a. Security level - You can choose among the three levels - Legacy, Standard, High.

b. Advanced sign-in option - You can enable Two-Factor Authentication from here.

c. Employee Privacy - This section allows you to make sure the tracking doesn't happen outside the work hours to comply with the privacy norms.

- You can define the days and the time-frame within which the tracking of the employees should take place.
- You can choose the time-clock stages where the tracking should automatically stop for example - when the employees are on a Break.

Click on SAVE button to save any new changes.

PAYROLL

This section allows you to define the regular time and overtime on a daily basis or a weekly basis.

a. Payroll Profile - You will be able to edit the Payroll Start Date, Payroll Interval, Payroll ID, Company Code, Payroll Settlement Duration and Employee wage type.
- Payroll Duration will be calculated based on the Payroll Start date and interval that you enter.

b. Regular & Overtime hours - You can define/edit regular and overtime hours.

c. Earning codes - You can add and import earning codes from third party integrations needed for smooth payroll processing.

Click on SAVE button to save any new changes.

If you have any other questions, please feel free to write to us at support@abaq.us

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