Tenant Admin
Configure how the product behaves for your organisation.
The system owner. You set the rules everyone else operates inside.
Try this role now
Sign in with the demo account and start at Transport policy.
A 3-minute guided tour offers itself when you arrive, and highlights each screen as it explains it. You can replay it any time from your account menu.
What you are responsible for
- Set the transport policy — every operating rule lives there
- Create sites, business units, users and roles
- Configure vehicle classes and required documents
- Write notification copy and set quiet hours
- Review the audit log
How to do it
5 workflows, in the order you will meet them.
1. Set the transport policy
At setup, then whenever operating rules change.
- Go to Transport Policy. Nothing here is hard-coded in the product — these fields are the rules engine.
- Cut-offs — how long before a shift a request or cancellation stops being automatic.
- Capacity buffer — seats held back from every vehicle during pooling.
- Safety — whether the last-drop rule is enforced, whether a violation blocks publication or only warns, and the night window it applies in.
- Compliance — whether expired documents block assignment, and how many days ahead to warn.
- Thresholds — when a driver counts as late, the no-show wait, the deviation distance, and when GPS is stale.
- Privacy — whether employees can see live location, quiet hours, and location retention.
- Save. Changes apply immediately and are audited. Routes already published keep the rules that applied when they were published.
2. Set up the organisation
At onboarding.
- Sites & Units — add each office you run transport for, with coordinates, and the business units you report cost against.
- Fleet configuration — define vehicle classes with their maximum seats, and the documents drivers and vehicles must hold. Mark the ones that should block allocation as mandatory.
- Users & Roles — create accounts. The role decides exactly what that person can see and do.
3. Manage an account
Someone joins, changes role or leaves.
- Go to Users & Roles.
- Suspend to remove access temporarily; Deactivate when someone leaves. Historical records are kept in both cases.
- You cannot change the status of your own account.
4. Tune notifications
When the default wording does not fit, or a new channel is added.
- Go to Notification Templates. Events without a template use sensible built-in copy.
- Add a template for an event and channel, using placeholders such as
{trip},{driver}and{pickup_point}. - Mark safety messages as critical so they bypass quiet hours.
- Check Delivery log to see what was sent, suppressed or failed, and why.
5. Review the audit log
During an investigation or an audit.
- Go to Audit Log and filter by action or search by object, actor or reason.
- Every entry carries the actor, timestamp, object, outcome and — where one was required — the reason given.
What this role can and cannot do
Enforced on the server, not just hidden in the interface.