Getting Started
Follow these steps to set up your company. Each step unlocks the next.
Stores
Team Members
Some reps were created automatically during a store upload or Zoho sync. They have no shared default password — each rep will be prompted to set their own personal password the first time they log in.
Share their username (shown in the table) with them. If they get stuck, click Reset Password to force the prompt again on their next login.
Store Assignments
Call Cycles
Set up rotating call schedules so your reps know which stores to visit each week. A typical cycle is 4 weeks, starting from the 1st of the month.
API Keys & Webhooks
API Integration
⚠ Head Office controls
This area is restricted to platform owners. Actions here are permanent and affect entire customer accounts.
Companies on the platform
Subscription & Plan
Store Map
Activity Logs
View system activity logs
Activity Log Entries
Visits Needing Review
Check-ins flagged by GPS plausibility checks. Review does not mean the visit was fake — it means the data looked unusual and warrants a second look.
Missed Visits
Stores that were on a rep's call cycle but weren't visited. Detection runs nightly at 23:00 SAST.
Activity Reports
Visit Log
Rep Visit Details
See each rep's store visits for a specific day
Store Visit Coverage
Track which stores have been visited and when
Stores Not Visited
Stores that haven't been visited within a timeframe