1. Customer Database Management: Configure and maintain databases to ensure optimal performance and feature enablement.
   
2. Reseller White Labeling: Customize the appearance and branding of the platform to match your reseller's identity through comprehensive white labeling settings, including logos, color schemes, and custom domains.
   
3. User Management: Efficiently manage user accounts, permissions, and access rights across the platform.
   
4. Device Management: Monitor and assign devices connected to ZenduIoT, ensuring accurate and efficient setup.
   

Getting started

Setup Stages

In order to add users and devices, it is essential to first set up a company database where these entities will be managed.

Setup Hierarchy:

Resellers Module

In certain instances, as a Reseller, you may oversee additional resellers who distribute ZenduIoT products under your umbrella. To establish a subordinate reseller, you must create an account for them within the reseller module.

Example of an hierarchy with multiple layers of resellers:

In the following view, it is evident that the reseller “Subdomain” has included another reseller “Reseller Level 2” under their management. This grants "Reseller Level 2" an account for creating companies, users, and devices. Notably, since “Reseller Level 2” operates under the "Subdomain" reseller, "Subdomain" retains the ability to monitor and oversee companies, users, and devices managed by “Reseller Level 2”.

Adding a Reseller

• + Add Reseller – Add a new reseller

Note: By default, the current reseller creating the new reseller will act as the parent in the hierarchy, with the newly added reseller set up as its child account. The child reseller account will not have visibility or access to the parent reseller's companies, users, devices, or other child reseller accounts. However, the parent reseller will have access to the child reseller account's entities.

Reseller > Account Details

Enter information about the new reseller:

• Account

• Reseller Name

• Email

• Contact and Users

• Use this section like a rolodex, add any relevant personnel or contact information for future reference

• Address

• Associate a shipping address to this reseller account

Reseller > White Labelling

• Your Customer Portal

• Menu and Login Logo

• Collapsed Logo/Icon

• Login Page Colour

• Button Colour

• Email Sender (SMTP Settings)

Configure SMTP settings to send emails from your own domain, ensuring branded and reliable communication with customers while maintaining compliance and control over email policies.

• Host

• Password

• Port

• No Reply Email

• Username

Reseller > Customer Management

• Subject

• These are the various support and resource types that are available to ZenduIoT End Customers on their portal.

End Customer Access to Support Module managed by settings of “Customer Management” configurations:

• Managed By

• This toggle specifies who handles support inquiries from end customers, which is currently designated exclusively for management by the resellers.

• Send To

• For the first three subjects ("Announcements", "Training Videos", and "Book Demo"), these should be configured as URL links that direct customers to designated destinations upon selection.

• For the sections below, please set up email addresses where inquiries should be directed. (For instance, support inquiries may need to be directed to a different email address or inbox than billing inquiries from customers.)

• Customer Facing Process Guides

• These fields allow you to link URLs to supporting documentation or resources that you wish to share with customers regarding the various subjects. (For instance, you can include the URL link to a PDF document detailing specific referral processes tailored for your reseller company.)

Note: If a URL is configured for the subject or support type, end users can access it via the "Learn More" hyperlink. If no URL is configured, the "Learn More" hyperlink will not be visible to customers.

1. Preview & Copy Icon
   
1. Preview - This option provides a view of the standardized form set for the specific subject or support type.
   
2. Copy Icon - Use this option to copy the form link, which includes your configured email address for that subject type. This enables you to easily share and streamline operational processes with external customers.

Note: The Preview and Copy Icon will only be available if the “Send To” email has been set for that subject or support type.

Editing/Viewing a Reseller

To edit or view the settings or configurations of a reseller, hover over the corresponding Reseller row and click the pencil icon located on the right.

Companies Module

A customer cannot access ZenduIoT until a company database has been created for them.

Within the "Companies" module, you can create or edit a database to manage users and devices that will affect the customer's tenant experience.

Note: You can consider a "Company" as a "Customer".

Adding a Company

• + Company – Add a new company

Company > Details

Enter information about the new company:

• Company Details

• Account Status

• Company Name

• Reseller

• Industry

• Main Fleet Contact Name

• Main Contact Email

• Main Contact Phone

• Timezone

• Notes

• Shipping Details

• Address

• City

• State

• Postal

• Country

• Shipping Notes

• Contact and Users

• Use this section like a rolodex, add any relevant personnel or contact information for future reference

Company > Devices

• Database Settings

• Total Number of Devices

• Default Device Plan for All Devices

• Device List

• Shows details regarding the devices registered within this company or customer database.

Note: When setting up a company database, this tab will initially be empty because no devices have been added to the database yet.

Company > Plans

• Software Details

• Software Version

• Monthly SMS Limit (Database)

• Daily Video Download Limit (Per Device)

• Snapshot Interval

• Advanced Options

• Camera Object Detection Enabled - Camera Obstruction (Checks if incabin camera is obstructed)

• Subscribe to Managed Service - Real humans reviewing exceptions to weed out false positives from AI

• Enable Long Media Request:

• Typically video downloads are 2 minutes but now extended to 8 minutes (Video Request Duration)

• Snapshot Request Duration from 2 mins @ 20 sec interval to 60 minutes @ 30 sec intervals

• Stream timeout duration increases from 10 minutes to 30 minutes

• Unlimited Live Stream - Typically max 10 minutes per device per month, 

• Enable Drivers AI - FAI 

• Driver Camera Channel

• Software Plan

Here you can view the features included in your software plan, which are determined by your parent reseller or provider (Zenduit).

Company > Integration

Note: ZenduOne is enabled by default and cannot be disabled. 

Setup

Depending on the platform, the setup fields will differ. Some examples of setup fields:

1. ZenduOne
   
1. ZenduOne Account ID
   
2. Zoho Account ID
2. Geotab
   
1. Geotab Database
   
2. Geotab Server (non editable)
   
3. Geotab Username
   
4. Geotab Password
   

Below is an example of Geotab integration settings:

 

Editing/Viewing a Company

To edit or view the settings or configurations of a company, hover over the corresponding Company row and click the pencil icon located on the right.

Users Module

Within the "Users" module of the ZenduIoT Admin Portal, you can create users within any company or reseller under your parent reseller umbrella. This provides enhanced control over your sub-resellers or customer companies, facilitating efficient support and assistance when needed.

Adding a User

• + User – Add a new user

Enter information about the new user:

• Username --> this should be same as email address

• Email

• Password

• First Name

• Last Name

• Phone Number

• Company

• User Role

• Admin

• User

• UserNoLiveView

• Viewer

• NoAccess

• User Type

• General User

• Supervisor

• Driver

• Technician

• Passenger

• End Customer

• Measurement

• Metric

• Imperial

• Groups

• Send User Login Email

Editing/Viewing a User

To edit or view the settings or configurations of a user, hover over the corresponding User row and click the pencil icon located on the right.

Logging into ZenduIoT as a specific User

In the admin portal, you have the ability to log in to ZenduIoT as a specific user directly, without requiring end-user credentials. This grants immediate access for investigating or reviewing specific database or user activities as needed.

To log in as a specific user, hover over their row and click the blue arrow icon located on the right side of the table.

Devices Module

The devices module allows you to view and manage the settings, configurations, and plans associated with each device, ensuring comprehensive control over device management.

Devices Overview

Actions

• Share

• Share device details and location activity with another Database.
  

Note: The shared to database will have permission to edit device configurations and view activity.

• Log download

• Excel export of device activity

Adding a Device

• + New Device – Add a new device

Enter information about the new device:

• Details

• Asset name

• Tracker Type

• Company

• Groups

• Third Party Telematics Serial

• Device Serial Number

• SIM Type

• SIM ICCID

• Device Plan Selection

• Data Plan

Note: If “No SIM” is selected for <SIM Type>, then there will be no SIM ICCID field to populate.

• Device Plan Selection

Here you can view the features included in your selected device plan.

Editing/Viewing a Device

To edit or view the settings or configurations of a device, on the corresponding Device row, select “Edit” under the Actions column.

In this section, you will find four sections - two of which mirror those found in Device creation ("Details" and "Device Plan Selection"). Below these, you will encounter two additional sections:

Note: The timeframe displayed in both the Device Summary and Device Log sections is determined by the date range selected in the Device Log section.

• Device Summary

• Device Information

• Added to DB Date - Date & Time that Device was added to database

• Activation Date - Date & Time that the Device first came online

• Last Communication - Date & Time of last device communication

• Device Data Details - Data Usage (if available depending on SIM Provider)

• Device Plan Summary - Duration that the device remained on each device plan

• Device Log
  

• The device log provides a comprehensive record of device activities and changes over time, essential for troubleshooting, monitoring performance, auditing modifications, and analyzing usage patterns.

Reports Module

The reports module provides analytics that enable detailed insights into operational performance, user activity, and device utilization. It empowers administrators and resellers to optimize workflows and make informed decisions based on key metrics and trends.

Reports available:

Device Report

• #

• Database

• Customer

• Group

• Tracker Type

• Device Name

• Serials

• Device Last Communicate

• Date Device Add

• Activation Date

• Comment

• Billing Status

Audit Log Report

List of system actions. [Table View only - no excel export] Use Date Picker to view historical actions.

• Action

• Username

• Date
  

Recordings

List of video exceptions. [Table View only - no excel export]

Removed Device

Provides a table and export of devices removed from the databases

• #

• Database

• Customer

• Tracker Type

• Device name

• DRID

• Date Device Add

• Removing Date

Scheduled Reports

Ability to schedule the following reports:

• Device Add

• Device Add & Removed

• Device Removed

• Devices Consumption

• Quality

Quality

• Customer

• Reseller

• Camera Issues

• Open Tickets