Organization Settings

In this article, you will learn how to configure advanced organization settings to optimize Onfleet for your business model.

This article covers:

Advanced Organization Settings

Digest Email Preferences

Stay informed with metrics about your organization's Onfleet usage. With the options of receiving a daily and/or weekly digest email, you'll have a quick snapshot of completed tasks, total driver time, total driver distance, as well as average delivery time and distance. 

 

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This feature is currently only available to the organization's Admin, and you may opt-out or update the settings in the Dashboard Settings > Organization tab. 

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Units of Measurement

The units of measurement can be set by selecting Metric or Imperial. Save the changes by clicking Done in the bottom right.

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Team Assignment

If you're managing deliveries across more than one service area or city, or have multiple physical stores/hubs, team assignment is right for you.  With team assignment enabled, your teams can move tasks into a team without assigning to a driver. Tasks that are assigned to a team will only be visible to other dispatchers if they have been granted permission to that team.

Enable Team Assignment

To enable team assignment, check the "Enable team assignment" checkbox in the Organization tab of your administrator's dashboard settings.

Once enabled, you can move tasks from the global "Unassigned" section into a new "team assigned" section inside each team. When assigned to a team, a task will not be visible to other teams.

There are several ways to assign a task to a team:

  1. Manually in the dashboard, using drag-and-drop in the sidebar
  2. Manually in the dashboard, on creation or edit from the task modal.
  3. On task import.
  4. Through the API, via Manual and Automatic assignment.

Assign to a Team via drag-and-drop

To assign via drag-and-drop, simply select the desired task(s) and drag them to the desired team. As you drag over a team name, it will highlight white to indicate selection. Drop the tasks into the highlighted team name and they will be assigned to the team. Similarly, you can assign to another team or return to the global unassigned section by drag-and-drop.

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Assign to a Team via Task Modal

To assign on manual creation or edit, select your desired team in the assigned to section at the bottom of the modal. You can return a task to the global Unassigned section by choosing "None" in the drop-down.

 

Assign Tasks via Right-Click

Once tasks have been assigned to a driver, you can assign back to the current team or return to the Global Unassigned section by choosing "Assign Tasks to {Team Name}" or "Unassign Tasks to {Your Organization Name}" from the right-click context menu.

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Disable Global Unassign

If your teams operate independent of one another and you wish to prevent the movement and visibility of tasks between teams, you can disable the global "Unassigned" section for dispatchers. This will prevent dispatchers from moving unassigned tasks outside of the teams they manage, and from seeing/interacting with tasks which have not yet been assigned to an individual team.

Note: To use this feature, you must have team assignment enabled in your organization's admin settings.

 

All task operations will be limited to the dispatchers' team environment. For example, cloning a task assigned to a team will create a copy within the team's unassigned task section instead of within the global unassigned section.

To disable the global unassigned section for dispatchers, navigate to the Dispatchers tab of your dashboard's admin settings. Below the list of dispatchers, check the box "Disable global unassigned section."

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Map Overlays

You can enhance your organization's map with lines and polygons by adding a custom map overlay. This is useful if you would like to visually represent a particular location like a warehouse or restaurant, or delineate a zone in which a particular team operates.

Currently this is strictly a visual enhancement, and does not change the behavior of tasks, drivers or notifications.

Pro tip: you can select all tasks within an overlay area easily by right-clicking anywhere on the map, within the overlay.

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Simply follow these steps to create a map overlay (optional: with color):

1. Create Map Overlay

Create a GeoJSON map overlay with the tool of your choice; we recommend the free tool: http://geojson.io/.

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First, search for an area using the magnifying glass in the top right of the map.

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Then, using the search and the drawing icons in the toolbar, place your points, lines and polygons ("features") on the map.

 

2. [Optional] Add a Color to Properties

Within the JavaScript editor found in the geojson.io builder, add a color to the properties like so: "color":"#AA81F3" (see example on the right in the screenshot below).

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3. Download File

Once you are satisfied with your features, you can download the file to your computer by navigating to Save > GeoJSON from the menu in the top left corner of the screen.

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4. Add Map Overlay to Onfleet Dashboard

Simply add this map overlay by opening the Organization tab within your Onfleet settings. Scroll to the bottom of that tab and select Add a Map Overlay... and select the GeoJSON file that was saved in Step 2. The overlay should be reflected within the dashboard immediately.

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You should now see a map overlay with color within the dashboard map view. 

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