Settings

Settings holds your company's details: who you are, your support, your invoices and your payouts. Each part has its own Edit button.

At a glance

• Company information: your Company name and the Company time zone your dates and times are shown in.

• Contact person: who the platform team contacts about your account.
• Support: the email, phone number and other channel drivers see in the app when they need help.

• Billing information: the company address, tax ID and tax rate on your invoices.
• Banking information: the bank account your payouts go to, and your Default Currency.

Company information and time zone

1. Click Edit on Company information.
2. Pick your Company time zone.
3. Click Save.

Set it to the time zone your sites run in, so the times in Intelligence read in your local time.

Company logo

Between Company information and Contact person, Company Logo holds the logo on the invoices your customers receive. Click Add logo, pick a square image of about 400 by 400 pixels and click Save.

Contact person

Contact person holds a name, an email and a phone number. Keep it current, so the platform team reaches the right person about your account.

Support details drivers see

1. Click Edit on Support.
2. Enter the E-Mail and the Phone Number drivers should use.
3. Under Other, add another channel if you have one, for example a live chat.
4. Click Save.

These are the default for all your locations. A location can show its own support details instead, see Creating a location.

If your account manages several operators, then the support form also offers Allow CPOs to use your support information, so their new locations use your support details.

Billing information

Click Edit on Billing information to change the Street Address, city, postal code, VAT/GST Identification number and VAT/SALES TAX. The details must match your company's official records, because your invoices carry them.

The billing country cannot be changed in the form. If it needs to change, then contact the platform team.

Banking information

1. Click Edit on Banking information.
2. Fill in the fields your bank uses: IBAN and SWIFT, or ROUTING NUMBER and Bank account number.
3. Enter the Bank name.
4. Click Save.

Check the details against your bank statement: a wrong account delays your payouts.

Others

If the sustainability figures are part of your account, then Others is shown with the Current fuel price. The app uses it to work out the fuel and money your drivers save by charging.

Common questions

Where do I change the support phone number drivers see? Click Edit on Support and change the Phone Number. A location that uses its own support details keeps those.

Where do I set the bank account for my payouts? Click Edit on Banking information and fill in your bank's details. Payouts go to the account saved there.

Why do my invoices show old company details? Update Billing information under Settings. New invoices use the details saved there.

Where do I change my own name, email or password? On your Profile, not here, see Language and your profile.

Why can I see Settings but not edit it? Editing needs the Edit account information permission. Ask an admin of your account to switch it on for you under Admins.