Company Settings and Permissions

As an Administrator of your Hellotracks Business account, you can manage the company settings and permissions for the account.

Step 1: To access the company settings and permissions, click the dropdown menu under your profile and select Company. Or, go to Settings at the bottom of the main menu and select Company Settings.

Company Settings

• In the initial section, you can adjust the general settings of the account, such as language, measure of length, time format, time zone and notifications.

• The second section is for location data, where you can set limits and automatically delete location data at a frequency that is most suitable for your team.

• The third section is specific for the mobile app. Here, you can enable automatic check-ins and check-outs, i.e. the capture of arrival and departure time stamps and the total onsite time of your team members when visiting a Place or a Job site.
• The delay allows Hellotracks to consider a minimum onsite time at a Place or a Job site before registering a visit with automatic check-in/out. This is to avoid duplicates or false check-ins when team members walk or drive by a particular location without necessarily entering it.
• The area will be considered as a default for Job locations.

• Additionally, you can enable automatic check-ins and check-outs for Zones when team members enter or exit the Zone area.

• The last section enables you to predefine a Status List, Trip Purpose List, and Trip Comment List for your Workers to select from in the mobile app.

In the mobile app, Workers can select from the list of predefined options available.

You can view the selected status, trip purpose, and trip comment of your Workers in the Web platform at any time.

Permissions

As an Administrator, you can control the access rights for your Operators and Workers within the account.

• If you require the Operators to only have access to the location of the Workers within their own team, disable the option: Operators may see workers of other teams on the map. To provide them access to all the Workers, enable this option by checking the box.

• If you require the Workers to have access to the location of the other Workers within their own team in the mobile app, enable the option: Workers may see members of the same team on the map. Remember that Workers may also see the Workers from the other teams in the mobile app when the ‘Operators may see workers of other teams on the map’ is also enabled. 

• To prevent the Workers from deactivating tracking and to disable tracking outside working hours, you can set the working hour schedule for their team or for each individual Worker.

In the mobile app, the tracking switch will be hidden from the Workers when disabling the option.