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Managing Organisations

This article covers creating, editing and deleting organisations

Account/enterprise administrators can easily manage organisations and organisation settings from the account menu.

 

Managing Organisations

1. Login to your Account/Enterprise web portal

2. Head to "Manage" in the left hand menu and "Select Organisations"

 

Organisation Menu

You can filter by organisations by using the search bar, account and account status and navigate to the organisation by selecting "Go to dashboard"

Select the three dots to the side to perform the following actions:

  • Delete organisation

New Organisation

You can create a new organisation for your account by selecting "new organisation" from the organisations menu.

  • General Settings
    • Enter your new organisation name, URL and Time zone
  • Contact Details
    • Enter the organisations primary contact person, email address and country, all other fields are optional
    • If Getting Started is enabled this will provide a section within the organisation on how to use GetHomeSafe - this can be disabled at anytime.

Configure exisiting organisations

You can edit a range of settings per organisations. In the organisation menu select the organisation:

Note: Certain options may be unavailable based on your account settings.

Here you can edit/view the following:

  • General Settings
    • Edit your organisation name, URL and time zone.
    • Edit your primary contact person and their details. You can disable the "Getting started" menu here.
  • Features
    • Enable third party apps, adjustable GPS tracking frequency, app field lockdown, Quick Panic button
    • Enable SMS user registration and mandatory mobile field
    • Manage phone, email and push notifications for your organisation
    • Enable approval process
    • Configure GPS Device settings, Shared Mobile Devices and Privacy controls

Note: Some feature enablement will be unavailable to edit, if you need to upgrade your plan this can be done via the billing menu.

  • Security
    • Manage Authentication settings and activity tracker pages for your organisation

  • External Integrations (if applicable)
    • Enable Twig and EROAD integrations
  • Statistics
    • View organisations statistics including user count, team leader count, administrator count, SMS and phone call statistics
  • Call Centre Settings (if applicable)
    • If your account has an 
  • Alert Priorities

Alerts activated by users will be sorted in the Dashboard's 'Requires Attention' list based on their priority level, with higher-priority alerts given precedence over lower-priority ones, regardless of activation times. You can opt to use the Enterprise settings or configure them specifically for the organisation.

  • Terms and Conditions
    • View the latest GetHomeSafe Terms and Conditions
    • View when the terms were accept by whom and when