How to Set Up Company Configurations

The Company Configuration setup page in Transpomate allows administrators to define and customize essential settings for their company. This section enables organizations to tailor the platform to their specific operational requirements, ensuring smooth management of transportation-related processes.

This page will automatically appear when the Company Admin logs in for the first time. After the initial setup, any user with the Admin role can access this page under Configurations within the Home Page.

1.1: Permissions and Roles Required:

Admin: Can configure the company settings one time and view company configurations

1.2: Logging in as a Company Admin :

For Organizations using Microsoft SSO:

Check your inbox for an email from transpomate.notifications@inivosglobal.com.
Click on the login link and follow the instructions to access your Transpomate account.
Proceed with the Login with Microsoft button to login using your Microsoft account.(What to use?)
Upon first login, complete the Company Configuration Setup.

For Any other Organizations:

Check your inbox for an email from transpomate.notifications@inivosglobal.com for the Username email and Password Setup email.
Click the password setup link and set a new password.
Go to the Transpomate login page.
Enter:
- Username (from the first email)
- Password (that you just set)
Click Login
Upon first login, complete the Company Configuration Setup.

📌 Setting up the Company Configurations is essential for Transpomate to function.

1.3: Company Configuration Form:

📌 Important Note:

Company configurations can only be set once.
They cannot be edited later.
A double confirmation step is shown before saving, to help the Company Admin check and confirm all settings.
Make sure to review each field carefully before completing the setup.

1.4: Next Steps After Company Configuration :

Once the Company Admin has completed the initial company configuration, they must follow these steps to ensure a smooth setup of the system.

📌 Upon setting up the Company Configurations for the first time, the Admin will be directed to the Edit Employee page to complete his Employee Profile.

Step 1: Complete Company Admin's Employee Profile:

After setting up the company configurations, the Company Admin should complete their employee profile by filling in the necessary details within the Edit Employee page. (Edit Employee)

Step 2: Add Departments and Cost Centers:

Before adding employees, the admin must first create:

Departments – to organize employees into functional groups. (Add Departments)
Cost Centers – for financial tracking and accounting purposes. (Add Cost Centers)

Step 3: Add Employees:

Once Departments and Cost Centers are set up, the Company Admin can start adding employees to the application. (Add Employees)

Assign employees to their respective departments and cost centers.
Configure roles and permissions for employees based on their responsibilities.

Step 4: Add Vehicles and Vehicle Owners:

After setting up Departments, Cost Centers and Employees, the Company Admin can proceed to add Vehicle Owners and Vehicles to the system. (Add Vehicles and Vehicle Owners)

Vehicle owners can be added by providing their email address, mobile number, and full address.
Vehicles can be registered by entering the license plate number, registration date, selecting the vehicle owner, service mode labels (configured during company setup), defining working days and hours, and specifying whether a GPS device should be attached.

By following these steps, the Company Admin ensures that the organization structure is properly set up before employees start using the system.

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