Modifying a customer template
Who can do it: Service provider
Where: Wialon Platform Studio
You can edit the configuration of an existing customer template to reflect new requirements or support additional modules.
- In the navigation menu, go to the Customers section.
- Select the Customer templates tab.
- Select the template you want to modify.
- Access the template details by clicking on its row.
- 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.
- Click Save to confirm the update.
The changes won’t affect existing customers created from this template; they will retain their current configuration. The updated template will apply to any new customers created afterward.