You can manage information about the company and its resources in the Company Module.
Please note that some of the very important actions available in this module like changing the ownership and closing the company account can only be done by the company owner. There are however other actions like managing the company financial accounts that are by default available to the owner only, but other users can be authorized to undertake. Please click on the link to learn more about Role and Permissions settings.
This page is visible to all company members but editable for the company owner only. You can view and/or update the following information about the company on this page:
If you did not add your company Logo during the Owner Registration Process, or if you wish to update it, please click on the Logo box and upload a new image in one of the usual image formats (jpg, jpeg, png, gif).
If your driving school does not offer courses at all, it is a good idea to turn the courses off and hide all its related features in the application to avoid unnecessary confusion for your team members.
Clicking on this button will terminate your contract with Intelact Solutions GmbH. It means that none of the company team members will be able to log in to their accounts and you will lose access to your data. The following points are important to understand:
You can view the company contact information in the corresponding section. To update the information, please click on the edit button and after entering your desired updates, click “Save” in the toolbar.
This email is used as the sender email address when the application sends an automated email notification to an employee or a student informing them about changes in their schedule, overdue debt, etc., or when you Invite a New User to join your company.
To update this email address, please click on the edit button. You will then be asked to enter a new email address and verify it by entering the Pin Code sent to it.
You can view and edit the language of the application for your company. Please note that:
We at Intelact Solutions GmbH recognize the person who registers a company on the application as the owner of the company. However, you might want to change the ownership of the company iInstructor account in some cases such as if you decide to sell your driving school to a new owner, etc.
To transfer the ownership of the company account to a new user, you need to take the following steps:
After you finish this process, the ownership of the company account is transferred to the new owner.
It is important to understand that the old owner will be deactivated and logged-out immediately. However, the new owner can assign a new role to the old owner and activate his/her account in the Team Module.
Please note that this process will not be successful if the old owner has assigned trainings. Please go to the Team Module and use the Unassign Trainings feature to assign all trainings to other instructors. You will then be able to transfer the ownership to a new owner.
We introduced financial accounts in this application to give you the ability to generate your desired financial reports in the Reports Module for your driving school archive.
Your school has a default main account where all approved (i.e. handed-over) payments from driving and course trainings are added. It means that as soon as a payment from any user is approved in the Finances Module, your company account is increased by the registered amount.
You can add new accounts and transfer funds between accounts as follows:
To add a new account, please click on the “+” button. Please note that the only mandatory field is the Account Name. Other data such as IBAN, SWIFT, etc. are for reference purposes and you can use them to record your data if you wish to do so.
To edit existing account data, click on its name, update the desired information, and click on the “Save” button.
To transfer funds between accounts, please click on the “TRANSFER FUNDS” button.
After you select the period of funds transfer, you will see the balance of each account for the selected period. You can then select the source account, the target account, and the amount you wish to transfer to the target account. Click “Save”.
To gain a better understanding of how company accounts are designed, please go to Company Accounts Explained.
Vehicles are important resources of your company and since you have to choose a vehicle when you register a new driving category training for a student, you need to register your company vehicles on this page.
To allow you to start working immediately, we provide you with two default registered vehicles as soon as you create your company account, but we advise you to update them and register your own vehicles to avoid confusion for your team members.
The following actions are available on this page:
Please click on the “+” sign in the toolbar to add a new vehicle to your company resources. You will then have to enter the required information and click on the “Save” button.
When registering a new vehicle, please pay attention to the following points:
To edit a vehicle, please click on its corresponding row, and after updating the vehicle information, click on the “Save” button.
To delete a vehicle, please go to edit mode by clicking on its corresponding row. Then click on the “Delete” button and confirm your decision.
Please note that you can not delete a vehicle that is being used in student trainings. You will have to assign a new vehicle in all trainings where the vehicle is being used before you can delete it.
Classrooms are where you hold the theory courses that your driving school offers. Although registering a location is not mandatory when you Create a New Course, you are advised to add your available classrooms on this page and choose them correctly when creating a new course to avoided confusion for the instructors and students of the course.
The following actions are available on this page:
Please click on the “+” sign in the toolbar to add a new classroom to your company resources. You will then have to enter the required information and click on the “Save” button.
If the classroom is at the same address as your company headquarters, you can select “The Location is In-house” instead of registering an address. Your default company address is registered on the Company page explained above.
To edit a classroom, please click on its corresponding row, and after updating the desired information, click on the “Save button”.
To delete a classroom, please go to edit mode by clicking on its corresponding row. Then click on the “Delete” button and confirm your decision.
Please note that you can delete a classroom that is being used in active courses because Location is not a mandatory requirement during course registration.