Company profile and API settings

Manage your own account details, your company's registered information, and API access for outside systems that connect to your fleet.

Where to find it: your avatar in the header, then User Profile, Company › Edit Company Profile, or Company › Manage API Settings.

Step 1: Manage your own account profile

Your own account details – name, email, phone, profile photo, and the coverage of your role's permissions. Changes here apply only to your account. The screen has three areas matching the three items below:

1. Personal data – the top-left area. Manage your name, gender, title, email, birthday and profile photo.
2. Mobile number – the top-right area. Manage the country code and mobile number you sign in with; changes require a one-time SMS code.
3. Account Permissions – the area below. Shows the roles you hold and the coverage of your permissions across each module.

Each area is explained in detail below.

Edit your personal details

The Personal data card has three key areas matching the three items below:

1. Avatar – the circle on the left of the card. To change the photo, click Upload avatar in the edit form and choose a JPEG or PNG under 200 KB; crop it in the dialog and click Confirm. Clear drops the current photo.
2. Name and other details – shows Name, Email, Gender, Birthday and more. Read-only here; use pencil [3] to change them.
3. Pencil edit icon – bottom-right of the card. Opens the edit form where you can update:
   • Name – separate First name, Middle name and Last name fields.
   • Optional fields – Gender (Male or Female), Title, Email and Birthday (date picker).
   • Click Save to apply, or Cancel to leave the card unchanged.

note

Your mobile number is verified by SMS, so keep it current. Changing it sends a one-time code to the new number before the change takes effect.

Change your mobile number

Your phone number lives in the Mobile number card on the right of the screen, not in the personal-details form. The card has three key fields matching the three items below:

1. Country code – shows the current country code you sign in with (e.g. AU (+61)). Display-only.
2. Mobile – shows the current mobile number you sign in with. Display-only.
3. Pencil edit icon – on the right of the card. Opens the change flow:
   • Pick your country code, then type your new number.
   • Click Send OTP – a code is sent by SMS to the new number.
   • Type the code in the OTP field.
   • Click Submit to apply. The card then shows the new country code and mobile number.

tip

If the SMS does not arrive, use Resend OTP. The button counts down before it becomes available again.

View your role's permission coverage

Below your personal details, the Account Permissions section shows your role's permission coverage. Three areas on the screen match the three items below:

1. Role Privileges – the roles you currently hold (e.g. admin, Manager). Multiple roles are listed side by side; your effective permissions are the union of all of them.
2. Permission cards – each module is a card showing:
   • Module name (Company, Permissions, Workforce, Delivery, Notifications, Insight)
   • Permission count (e.g. 10 / 10 means all 10 in the module are granted)
   • Coverage tag – Full, Partial or None
3. Manage / Check button – top-right of the section.
   • If your role can manage roles, the button reads Manage Role and opens the roles screen.
   • Otherwise it reads Check Matrix and opens a read-only permission matrix showing what your roles grant.

You cannot change your own permissions here; ask your fleet admin or go through Manage Roles and Groups.

Step 2: Edit the company profile

Edit your company's registered details – business name, business licence, and the official address. Account Status at the top of the form shows whether the company account is Active. The form has three sections matching the three items below:

1. Company Information:
   • Company Name – your legal business name. Required.
2. Business Licence:
   • License ID – your business licence number.
   • License Date – the date on the licence.
   • License Picture – use Click to upload to attach a scan or photo.
   • Note: the three licence fields travel together – fill in one and the form asks for the rest before it will save.
3. Address:
   • Country, State, City, Postcode and Address – the registered address of the business.

Save your changes

• Check every field for accuracy.
• Click Submit at the bottom of the form. Cancel takes you back without saving.
• A Submit Success message confirms the update.

caution

Changes to your company profile take effect immediately. Updating the business licence details may affect invoicing and compliance reporting.

Step 3: Manage API access settings

Turn on API access so approved outside systems can connect to your fleet. Access is protected by credentials and a list of approved IP addresses. Three controls on this screen match the three items below:

1. Enable API switch – top-left.
   • Switch off: credentials stay hidden.
   • Switch on: a line appears above the table showing API URI, API ID and API Secret – three display-only credentials (a credential not yet issued reads None).
     • API URI – the address your integrations send their requests to.
     • API ID – your company's identifier for API access.
     • API Secret – the secret that goes with the ID. Treat it like a password and never share it.
2. Add button – top-right. Opens the Add IP dialog so you can whitelist an IP address that may send API requests. Details under "Restrict access to trusted IP addresses" below.
3. IP whitelist table – the centre of the screen. Each row carries an Edit and a Delete button; the table splits into pages once the list grows. An empty list lets any IP address connect with valid credentials – keep it populated.

Turn API access on

Enable API at the top-left is the master switch. Three positions in this area match the three items below:

1. Enable API label – tells you what this switch controls. Display-only; not clickable.
2. Toggle – click to flip the state. Turning it on reveals the credentials line below; turning it off hides everything.
3. Credential area – on this picture Enable API is off. Callout 3 sits in the empty table, which reads No data. API URI, API ID, and API Secret are not on this picture.

Restrict access to trusted IP addresses

For extra security, list the IP addresses that may send API requests for your company. Three areas on the IP whitelist match the three items below:

1. Add button – blue button above the table, on the right. Opens the Add IP dialog so you can whitelist a new address.
2. IP column – the table's single column, listing every whitelisted address. Splits into pages once the list grows.
3. Table body area – reads No data while empty; once populated, each row carries an Edit and a Delete button that open modify and remove dialogs.

Add an address: click Add to open Add IP. Type the address into the Comma-separated IP addresses field – plain IPv4 and IPv6 only, e.g. 192.0.2.1, separated by commas, up to 200 characters. Click OK to submit; Add Success confirms it.

Edit an address: click Edit on the row, update the address in the Edit IP dialog, click OK.

Delete an address: click Delete on the row, check the address in the Delete IP dialog, click Delete again to confirm. The row disappears immediately.

note

An empty list means any IP address can connect with valid credentials. Keep the list populated, or switch Enable API off while nobody is using it.

Keeping API access safe

• The IP list is a second layer, not the only one – always use HTTPS and keep your API Secret safe.
• Changes take effect right away – adding or removing an address applies at once.
• Review access regularly – check your own integration logs for anything unauthorised, and remove addresses you no longer recognise.

tip

Before you connect an outside platform, ask them for their outbound IP address or range. Add it to the list first, so their very first request is not refused.

You'll know it worked when

You click Submit on Edit Company Profile and a Submit Success message appears at the top of the screen.

Next steps

• Manage Roles and Groups
• Account and settings
• Managing warehouses and routes