ZenduONE Admin Guide - Getting Started
Written By Philip Stanoev
Welcome to GoZen! We're excited to have you on board. At GoZen, we provide a range of resources designed to help you get started and maximize the value of your investment.
Begin by watching our introductory video and exploring the onboarding documentation for ZenduONE, listed below. These tools will guide you in setting up your fleet for success.
Weβre here to support you every step of the way!
Getting Started
Database Setup
Recommended Setup Flow:
Admin Settings for Cameras and Asset Trackers
Setting up Groups
Setting up Users and Roles (Security Clearance)
Setting up Assets
Setting up Rules
Setting up Locations
Admin Settings for Routing and Dispatching
Setting up Groups
Setting up Users and Roles (Security Clearance)
Setting up Assets
Setting up Locations
Setting up Forms
Setting up Products
Admin Settings for Indoor Tracking
Setting up Groups
Setting up Users and Roles (Security Clearance)
Setting up Beacons and Gateways
Setting up Custom Indoor Map and Placing Gateways
Setting up Locations inside Indoor Map
Groups Overview
ZenduONE's group management functionality is designed to make fleet organization and asset categorization a breeze. This guide outlines how to create and manage groups effectively through the Admin settings.
Why Use Groups?
Groups serve as a fundamental tool in organizing your fleet, especially when dealing with multiple vehicles. You can categorize assets by departments, locations, or asset types, making it easier for reporting and monitoring purposes. For example, you can assess which location has the most equipment in use.
Creating a New Group
To begin, navigate to the Admin settings within your account.
Within Admin settings, you'll find the "Groups" section.
Click on "+ Create Group," which is located on the top right corner of your screen.
ZenduONE Admin dashboard provides comprehensive fleet management capabilities that extend far beyond basic location tracking icons on a map. The platform equips fleet managers with actionable insights and real-time data for enhanced decision-making, enabling smarter and faster operational choices even when drivers are actively on the road. This all-in-one solution delivers enhanced driver safety monitoring, comprehensive historical data retrieval access, and proactive hardware health management to streamline operations, reduce downtime, and achieve business objectives through strategic fleet management.
Core Platform Capabilities
Enhanced Driver Safety: Monitor comprehensive driver behavior patterns, identify risky driving tendencies, and ensure fleet operations maintain the highest safety standards through detailed behavioral analysis and real-time monitoring systems.
Historical Data Retrieval: Access extensive past trip records, video footage archives, and detailed activity logs for thorough incident review and performance optimization analysis across all fleet operations.
Hardware Health Management: Proactively monitor fleet device status and address potential hardware problems before they escalate into costly operational disruptions, ensuring continuous fleet availability and optimal performance.
Getting Started and Database Setup
Recommended Setup Flow for Different Operational Models
Admin Settings for Cameras and Asset Trackers:
Setting up Groups: Establish organizational hierarchy for fleet categorization
Setting up Users and Roles (Security Clearance): Configure access permissions and user responsibilities
Setting up Assets: Register vehicles and equipment in system database
Setting up Rules: Create monitoring parameters and violation triggers
Setting up Locations: Define geographic boundaries and operational zones
Admin Settings for Routing and Dispatching:
Setting up Groups: Create dispatch-specific organizational structure
Setting up Users and Roles (Security Clearance): Configure dispatcher and driver access levels
Setting up Assets: Register delivery vehicles and mobile equipment
Setting up Locations: Define customer locations and service areas
Setting up Forms: Create delivery confirmations and service documentation
Setting up Products: Configure inventory and service offerings
Admin Settings for Indoor Tracking:
Setting up Groups: Organize indoor assets and personnel
Setting up Users and Roles (Security Clearance): Configure indoor tracking permissions
Setting up Beacons and Gateways: Install and register indoor tracking hardware
Setting up Custom Indoor Map and Placing Gateways: Map facility layouts and positioning
Setting up Locations inside Indoor Map: Define specific indoor zones and areas
Groups Management
Group Organization Benefits and Strategic Implementation
Groups serve as fundamental fleet organization tools that enable efficient categorization of assets by departments, geographic locations, or asset types. This organizational structure facilitates comprehensive reporting and monitoring capabilities, allowing fleet managers to assess location-specific equipment usage, departmental efficiency, and operational performance metrics. Groups provide essential privacy control and access restriction capabilities for multi-location or multi-department operations.
Detailed Group Creation Process
Navigate to Admin settings within your account and locate the Groups section
Click "+ Create Group" button positioned in the top right corner of the screen
Configure comprehensive group parameters:
Parent Group Selection: Determine if the new group has a Parent Group or operates as a Sub-Group, with Parent groups serving as primary categories under which sub-groups can be organized
Name Assignment: Provide descriptive group identifier that clearly represents the group's purpose or scope
Icon Selection: Choose visual representation that helps identify the group quickly in interface displays
Click "Save" in the top right corner to complete group creation
Hierarchical Organization Structure: Parent Groups function as primary categories with unlimited sub-group organization capabilities, enabling detailed asset segregation according to specific organizational preferences and operational requirements. This hierarchy can be extended through multiple levels, allowing for complex organizational structures such as State > City > Department configurations.
Practical Group Implementation Example
For a fleet operating in California, create a California parent group as the highest organizational level. Since California represents the primary geographic grouping, it would not require a parent group assignment. However, if California operations include San Francisco and Los Angeles locations, create sub-groups for each city with California designated as the parent group. This hierarchy can be extended further by adding department-specific sub-groups within each city, enabling precise organizational control and access management.
Group Assignment and Access Control
Users and Assets can be assigned to Groups either during initial creation processes or through subsequent editing and management procedures. Group-based access control enables restricted viewing permissions for dedicated fleet managers, ensuring that Los Angeles managers can only access Los Angeles group assets while maintaining privacy control based on fleet structure and specific organizational requirements.
Security Clearances
Comprehensive Security Level Management
Security clearances provide granular control over user access to specific platform modules through creation and assignment of customized permission levels. This system ensures that users only access functionality appropriate to their operational roles and responsibilities.
Default Security Clearance Options
The platform provides five pre-configured security clearances for immediate implementation:
Administrator: Complete platform access including all modules, settings, and administrative functions
User: Limited access to Map and Insights modules only with full functionality within those areas
User No Live View: Map and Insights access with livestream capabilities disabled for security purposes
Viewer: Restricted to Map access only without livestream capability or advanced features
No Access: Primarily used for driver registration to maintain system records without granting platform access
Access default clearances by navigating to Admin > Users and clicking Clearances in the top right corner for comprehensive permission overview and management.
Custom Security Clearance Creation
Navigate to Admin > Users section and click Clearances button
Select "+ New" button in top right corner to initiate custom clearance creation
Choose appropriate parent clearance as foundation for new permissions structure
Modify individual permissions according to intended user group requirements
Configure module-specific access levels for precise operational control
Click into individual modules to set granular permissions within each area
Save custom clearance configuration for immediate assignment availability
Example Implementation: Create "Dispatch" clearance based on Administrator permissions but disable Admin, Assets, and Insights modules while maintaining Maps access. Further customize by disabling media footage access within Maps module to restrict dispatcher capabilities to location monitoring and trip management only.
Location Management
Location Definition and Strategic Purpose
Locations represent administrator-defined geographic areas specifically created for tracking and receiving automated notifications when vehicles, drivers, or assets enter, exit, or stop within designated geographic boundaries. These zones provide essential operational oversight and enable automated workflow triggers based on geographic events.
Comprehensive Location Creation Process
Initial Setup:
Access Map Overview screen and locate "Create Location" button
Click button to initiate location creation process and access configuration interface
Geographic Boundary Definition:
Select location shape preference between circle or polygon options
Use map interface to define precise geographic boundaries by clicking map points
Adjust boundary transparency for optimal map visibility
Utilize "Clear" button to restart boundary definition if corrections are needed
Detailed Location Configuration: Complete comprehensive location information in left-side configuration panel:
Name: Assign descriptive location identifier for easy recognition
Group: Associate location with relevant organizational groups for access control
Tag Categories: Select from Customer, Home, Office, or Vendor classifications
Address: Enter specific street address for precise location identification
Unit Number: Differentiate multiple locations at same address through unit designation
Notes: Add supplementary information relevant to location operations
Advanced Location Features and Configuration
Stop Duration Management: Configure permitted duration limits for vehicle presence at specific locations. When duration exceeds defined limits, system automatically generates exceptions for immediate attention and investigation.
Customer Tag Benefits: Customer tag selection enables detailed reporting capabilities including visit frequency analysis, service delivery metrics, and customer-specific operational insights for comprehensive business intelligence.
Automated Exception Generation: Locations automatically trigger notifications and exceptions based on configured parameters, enabling proactive fleet management and immediate response to operational deviations.
Rules Configuration
Rule Purpose and Comprehensive Functionality
Rules provide essential operational oversight and safety standard maintenance through sophisticated device-based monitoring of driver infractions and operational parameters. These systems enable establishment of comprehensive safety parameters crucial for ensuring efficient fleet operations, enhanced driver safety, and cargo integrity maintenance across all operational scenarios.
Detailed Rule Categories and Applications
Custom Rules: Tailored operational monitoring solutions designed for specific business needs, providing detailed fleet monitoring, targeted notifications, and coaching capabilities without affecting security scoring or safety measures. These rules focus exclusively on operational efficiency and business-specific requirements.
Safety Management: Comprehensive rules that directly drive scoring algorithms and safety insights with configurable severity levels and integrated coaching systems. These rules form the foundation of driver safety scoring and performance evaluation systems.
Coaching Management: Sophisticated infraction review and driver feedback processes designed for continuous improvement through structured coaching programs and performance development initiatives.
Comprehensive Custom Rule Creation Process
Navigate to Admin > Rules section and click "Create Rule" button
Complete detailed rule configuration parameters:
Basic Rule Information:
Name and Description: Provide clear rule identification and purpose explanation
Entities Selection: Choose applicable groups, drivers, or assets for rule enforcement
Severity Configuration: Establish rule priority level for operational response
Advanced Rule Conditions:
Trigger Range: Select comprehensive monitoring timeframes including All Times, Company Working Hours, or Custom time periods
Rule Source: Choose specific device types for rule monitoring from registered device inventory
Rule Type: Select appropriate violation parameters from comprehensive dropdown menu options
Trigger Actions Configuration: Define comprehensive violation response protocols:
Video Capture: Save video footage to cloud storage for incident documentation
Snapshot Creation: Configure snapshot length and capture parameters for visual evidence
Event Notifications: Establish notification protocols including Email, SMS, Text-to-Speech (ZenduCAM cameras), and Send for Review/Coaching options
Recipient Management: Configure notification recipients including drivers, custom email addresses, and administrative personnel
Message Customization: Create personalized violation messages with 150-character limits for text-to-speech functionality
Safety Management Rule Configuration
Default Safety Rules: Platform includes pre-configured General Safety Rules that can be customized according to business requirements and operational standards. These rules provide foundation for comprehensive safety monitoring and driver performance evaluation.
Rule Customization Options:
Toggle rules on/off using interface controls
Customize severity levels for each violation type
Configure quick actions including video capture and notification settings
Access detailed rule editing for comprehensive parameter modification
Custom Safety Rules Integration: Import previously created Custom Rules into Safety Scoring system by navigating to Safety Management section, scrolling to Custom Safety Rules, clicking "+ Rule", and selecting desired rules for inclusion in safety evaluation metrics.
Coaching Management Implementation
Rules for Review and Coaching: Configure which rules trigger "Needs Coaching" status versus "Needs Review/Coaching" status for efficient exception management within Insights > Exceptions interface.
Managed Video Review Service: Enterprise subscription feature that displays rules being sent to professional review teams for comprehensive infraction analysis and coaching recommendations.
Coach Assignment System: Assign supervisors to specific drivers through comprehensive assignment interface. Select unassigned drivers, choose appropriate coaches, assign relevant drivers, and save configuration for ongoing coaching relationship management.
System Settings
Comprehensive Platform Configuration
System Settings provide administrators with centralized control over key organizational details including contact information, time zone configuration, currency settings, map provider selection, and comprehensive system preferences. This configuration ensures ZenduONE platform alignment with unique business operational requirements and geographic considerations.
Critical Initial Setup Requirements: During initial database setup, verify proper configuration of time zone, currency, map provider, and language settings according to organizational preferences and operational requirements.
Language Support Options: Platform currently supports English and Spanish language interfaces for comprehensive user accessibility and international operations support.
User Management
Comprehensive User Administration Overview
The Users module provides sophisticated stakeholder access management through detailed user oversight capabilities including comprehensive name management, username configuration, phone number tracking, security level assignment, group associations, and login activity monitoring for complete user lifecycle management.
User Screen Navigation and Management
User Interface Overview: Access user management through Admin option in left menu, displaying comprehensive user details including First and Last Name, Username, Phone Number, Security Level, Group memberships, and last login activity tracking.
Advanced Filtering and Search: Utilize comprehensive filtering options including Username, First & Last name, Phone number, Security levels, Measurements, and Groups for efficient user location and management.
Custom View Creation: Create personalized user display configurations with sharing capabilities for enhanced administrative efficiency. Custom views enable column selection, sharing preferences, and optimized user management workflows.
Detailed User Creation Process
Click "+ Create User" button in Admin User Overview screen
Complete comprehensive user information requirements:
Essential User Information:
Username Configuration: Must match email address for authentication purposes
Group Assignment: Determine access levels and operational visibility
Personal Information: Complete First Name, Last Name, Employee ID fields
Contact Details: Provide email address and phone number information
Measurement Preferences: Select between Metric or Imperial system configurations
Security Assignment: Choose appropriate clearance level from available options
User Type Classification:
General User: Standard platform access for administrative personnel
Driver: Mobile app access with location tracking capabilities
Passenger: Specialized access for transportation service operations
Technician: Professional access for mobile service operations
Advanced User Features:
Send Login Email: Automated credential distribution with system-generated password for secure initial access
Profile Details Configuration: Comprehensive user type assignment and operational role definition
Facial AI
System Requirements and Prerequisites
Enterprise Plan Requirement: Facial AI functionality is exclusively available on Enterprise plan subscriptions and unavailable on Standard plan configurations.
Technical Requirements: Camera positioning must clearly capture driver faces with Hyperlapse enabled at 1 or 10-minute intervals for optimal snapshot capture and recognition accuracy.
Comprehensive Facial AI Functionality
Initial Deployment Process: Upon feature rollout, all drivers display as "Unknown Person" requiring manual assignment. The AI model groups identical driver snapshots together, requiring administrator assignment to specific drivers in database for accurate recognition.
Driver Assignment Process:
Access Admin > Facial AI navigation path
Click individual person groupings to view associated snapshots
Select "Assign to Driver" and search database for appropriate driver match
Complete assignment for automatic future recognition and incident association
Recognition Accuracy Management: System automatically assigns drivers to vehicles and incidents based on facial recognition post-assignment. Monitor for misassignments and manually correct through snapshot reassignment for enhanced AI model performance and recognition accuracy.
Quality Factors Affecting Recognition: Low image quality, incorrect camera positioning, poor lighting conditions, and nighttime visibility can impact recognition accuracy. Address these factors through proper camera installation and positioning for optimal performance.
Asset Management
Comprehensive Asset Organization
The Assets module provides sophisticated vehicle and asset management through intuitive interface navigation with detailed asset information tracking including driver assignments, real-time location monitoring, communication status verification, camera status updates, group associations, recording health monitoring, and comprehensive asset lifecycle management.
Asset Screen Interface and Navigation
Asset Overview Display: Access comprehensive asset information including Name, assigned Driver, Last recorded location, Last communication timestamp, Camera Status, Group assignments, Oldest recording timestamps, Latest recording information, and Recording health status for complete asset visibility.
Advanced Search and Filtering: Utilize comprehensive search functionality across Asset Name, Driver, Last Location, Groups, Third Party Telematics Serial, and VIN fields for efficient asset location and management.
Custom View Management: Create personalized asset display configurations with column selection, sharing preferences, and optimized workflow management for enhanced administrative efficiency.
Detailed Asset Creation Process
Click "+ Create Device" button in top-right corner of Assets overview
Complete comprehensive asset configuration across multiple sections:
Details Configuration:
Basic Information: Asset name and group assignment
Optional Details: Asset icon, Driver selection, Manufacturer, Model, Color, Year, VIN, License Plate, Status
Operational Data: Odometer readings, Engine hours, Skills tags, Photo uploads
Settings Configuration:
Device Serial: Enter vehicle tracking device serial number
Tracker Type: Select from available tracking device types
Third Party Integration: Configure telematics integration for multi-device coordination
Financial Management:
Purchase Details: Vendor information, purchase date, pricing, registration location, service dates
General Settings: Utilization measurement and fuel volume unit configuration
Lifecycle Management: Service life details, resale value estimation, sale planning
Warranty and Financing: Warranty information and loan/lease agreement details
Sharing Configuration: Configure customer access through public and private sharing options with detailed access control management.
Comments System: Enable collaborative asset notation for comprehensive asset information sharing among authorized users.
Bulk Import Functionality
Mass Import Process: Utilize template-based file upload system for efficient fleet-wide asset registration. Download template, configure custom fields, complete asset information, and upload for streamlined asset management implementation.
Software Platform Modules
Maps Module
Overview Tab Functionality: Provides comprehensive real-time fleet location monitoring through interactive mapping interface with sophisticated asset status indicators, comprehensive vehicle tracking capabilities, and detailed operational oversight.
Asset List Navigation: Asset status indicators include circular icons for active vehicles, square blue icons for idle/stationary status, square grey icons for offline devices, and red icons for active exception triggers. Device icons indicate attached hardware status including cameras, asset trackers, and beacons.
Map Interface Tools: Search functionality for address and location queries, location creation access, map customization options including base selection (Modern, Standard, Satellite), overlay management for road restrictions, traffic, incidents, weather, locations, and fleet clustering capabilities.
Asset Interaction Features: Hover functionality displays real-time location, speed, camera status, daily exception counts, and job assignment options. Right-click menu provides comprehensive asset management including device viewing, trip access, job management, exception review, editing capabilities, camera access, video requests, and sharing functionality.
Asset Details Comprehensive Analysis
Trips Tab: Detailed trip analysis grouped by day with comprehensive stop and drive information, driver assignment capabilities, location mapping, camera view access, speed graph analysis, exception identification, and video scrubbing functionality for thorough operational review.
Exceptions Tab: Complete exception listing with date range filtering, location mapping, and detailed violation analysis for comprehensive safety management and operational oversight.
Measurements Tab: Real-time sensor data display for temperature, humidity, battery status, and historical data analysis with Excel export capabilities for comprehensive asset monitoring.
Camera Integration: Historical video access with date selection, channel configuration, streaming options, and video request submission with customizable duration and recipient management for comprehensive incident analysis.
Insights Module
Safety Overview: Comprehensive driver and vehicle safety performance monitoring through detailed scoring systems, coaching integration, risk factor analysis, and performance tracking across driver, supervisor, vehicle, and group levels for complete safety management.
Exception Management: Sophisticated infraction review system with comprehensive status tracking (Needs Review, Reviewed, Needs Coaching, Dismissed), detailed examination capabilities, video analysis, coaching tag assignment, and performance improvement tracking for continuous safety enhancement.
Device Health Monitoring: Proactive communication failure tracking, recording health analysis, and data usage monitoring with automated alerts for devices offline longer than three days, recording issues identification, and data consumption tracking for optimal fleet performance maintenance.
Work Module
Job Management System: Comprehensive work and dispatch solution featuring job creation, driver assignment, progress tracking, route optimization, and completion verification for streamlined operational workflow management.
Job Creation Process: Detailed job configuration including job naming, reference numbering, due date assignment, work form attachment, stop management with location selection, route optimization for three or more stops, and driver assignment with proximity-based recommendations.
Order Processing: Customer marketplace order management with existing job assignment capabilities and new route creation options for comprehensive order fulfillment and customer service delivery.
Products Module
Inventory Management: Centralized repository for parts and inventory management with comprehensive product cataloging, vendor management, location tracking, marketplace integration, and seamless operational module integration for enhanced productivity and optimized resource allocation.
Forms Module
Template Creation System: Comprehensive customized form development for operational requirements featuring drag-and-drop field configuration, mobile preview capabilities, entity assignment, and tag management for tailored documentation solutions.
Form Configuration Process: Complete form creation including naming, description, entity assignment, tag selection, field configuration through drag-and-drop interface, and mobile preview verification for optimal user experience.
Task Distribution: Direct driver task assignment with form selection, recipient management, location-specific completion requirements, note attachment, and comprehensive submission tracking for efficient task coordination.
Maintenance Module
Service Request Management: Comprehensive vehicle and equipment maintenance tracking with automated reminder integration, priority assignment, maintenance type classification, cost tracking, and technician assignment for optimal asset health management.
Service Request Creation: Manual request submission and automated reminder rule configuration with odometer, time, and engine hour triggers, due date management, and product/service association for comprehensive maintenance coordination.
Repair Order Processing: Sophisticated maintenance task organization featuring service request bundling, technician assignment, cost breakdown analysis, status tracking, and asset status management for complete maintenance workflow optimization.
Additional Platform Features
Support Module: Centralized customer service interaction hub featuring streamlined request submission, inquiry management, issue resolution tracking, and comprehensive customer communication for enhanced service delivery and relationship management.
Give Feedback: Interactive widget providing real-time product updates, feature request submission, support ticket creation, and continuous platform improvement through collaborative user engagement and feedback integration.
The ZenduONE platform delivers comprehensive fleet management through integrated modules enabling proactive operational management, enhanced safety monitoring, detailed performance analysis, and optimized business performance across all fleet operations and organizational requirements.