Creating a template from scratch

Who can do it: Service provider
Where: Wialon Platform Studio

This process allows you to create a new, empty customer template and then configure its settings manually.

1. In the navigation menu, go to the Customers section.
2. Select the Customer templates tab.
3. Click Add.
4. Provide a unique name for the new template. Add a description (optionally).
5. Select Start from scratch.
6. Select a billing plan and available features.
7. Click Save to create the empty template.
8. Go to the Customer templates tab again, find the newly created template and click on its name to access its details.
9. Adjust the configurable elements on the following tabs:
   • General: Rename the template, add or modify a description, change the billing plan, and enable or disable the features that will be available to customers created from this template.
   • Labels: Create and manage labels and label groups to categorize devices.
   • Automations: Configure automations and action templates to create automated workflows.
   • Geofence groups: Set up geofence groups to organize geofences.
   • Checklists: Create checklist templates for vehicle inspections or any other processes.
   • Driver behavior: Configure criteria and assign them to vehicle labels (vehicle types) to monitor driver performance.
   • Settings: Customize various settings, including custom terms for devices, localization options (time zone), additional properties for devices, and access to driver app.
10. Click Save to confirm the changes.

The template has been created. You can access it on the Customers section on the Customer templates tab.