Sengerio Helpdesk

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• Insert a logo for the operator

  Click on the gear icon in the main menu and then on the name of your company. To insert the logo of your company, click on the upload icon inside the box in the top right, and save. To cancel the logo, right click on it (or hold, on the tablet), select Delete and save. ![](https://storage.crisp.chVery popular

• Manage your list of connections

  Click on the world icon in the main menu, and then on Network. You can view the list of active connections and pending invites and see the area of each operator under their name. For pending invites, choose between received or sent. ![](https://storage.crisp.chat/users/helpdesk/website/c5a28bPopular

• Manage your user page

  Click on the gear icon in the main menu, and then on the name of your company. Your user’s page represents the face of your company to your Business Partners. Please fill in all of the fields in the best way. The Address field and the fields below are filled in automatically by Google places. AmongPopular

• Manage your subaccounts

  Click on the gear in the main menu and then on your company name. Click on Subaccounts beside the title. Using the subaccounts, you can manage more than one company, each with its alias, on the same Sengerio account (therefore using the same vehicles and the same drivers).Some readers

• Manage the contacts of your company

  Your company can have different contacts. If you want to register yourself personally in the contacts of your company, click on your image in the upper right corner inside Sengerio. or on your name in the menu at the left, after clicking on the gear icon. In the window, click on the checkbox **Show onSome readers

• Add notes and private tags on other operators

  Access an operator page by clicking on its marker from the map, or on its name from the list of your connections. Select one or more tags from the list or add new ones by clicking on the pencil icon. From the map, you can filter operators based on a specific tag, through the list at the top right.Some readers

• Manage responsible persons

  Click on the gear icon in the main menu, and then on the name of your company. Click on Responsible persons. To create a new responsible person, click + and fill the field on the new row. If nothing is added in the Date to field, no expiry date has been set. To delete a responsible person, selSome readers

• Use a subaccount

  In order to use the subaccounts, you must associate them with your customers. To associate a subaccount that you have configured with any of your customers, access the customer’s data and click the gray arrow inside the Operator field and choose one from the drop down list. The documents of a booking, a quotation, an invoice or a credit note of that customer report theSome readers

• Manage the operator for a service, invoice or credit note

  To choose the operator in a service, open a booking or a quotation from their respective lists. You can change the operator by choosing one from the list in the Operator field. You can choose your own company or a Subaccount. The same applies also for Invoices and Credit notes. During this operation it's not possible to change the operator of a service or an invoice. In this case,Few readers