Topic
Company settings
Company profile, team and roles, notifications, tax and every settings page. 46 articles.
How-to guides
- API keys and webhooks for customersCreate, rotate and revoke a customer's API keys, add webhook endpoints that receive order updates, and see the API docs your customers get.Company admin
- Business calendarSet the days you operate and the holidays you close, so delivery promises, services, holiday surcharges, recurring orders and pay days follow them.Company admin
- Company profile, branding and regional settingsFind any setting fast, then fill in your company details, logo, time zone, currency, order numbering and defaults.Company admin
- Add custom fields to customers and ordersCreate your own extra fields, such as a PO number or a department, choose their type and who sees them, and see where the values show up.Company admin
- Show or hide a block with conditionsMake a block appear only when a variable has a value, is empty, or matches some text, with three Canadian examples.Company admin
- Email themeSet your logo, colours, fonts, footer and social links once so every email looks like your company.Company admin
- Handling and certificationsSay what fragile, cold-chain and dangerous goods need from the vehicle, the driver and the proof, and record drivers' certifications.Company admin
- How email templates workDesign the emails your customers and team receive, with blocks, variables and conditions, then publish, test, turn off or reset them.Company admin
- Message timing and contact defaultsSet when "Delivery time changed", "Driver arriving soon", delivery reminders and the daily summary go out, and which order updates customer contacts get by default.Company admin
- Customer emails and textsEdit the email and SMS templates customers and receivers get, insert variables, preview and send a test, check the log, and set up the sender, quiet hours and opt-outs.Company admin
- Privacy requests, retention and legal holdsGive a person a copy of their data or erase it, set how long logs are kept, protect someone from erasure with a legal hold and see who accepted the terms.Company admin
- Proof and delivery rulesChoose the proof drivers capture at pickup and delivery (signature, photo, name, ID and age, PIN, safe drop), the GPS check, failure and cancel reasons, and attempts — for the company, a service, a customer, an address or one order.Company admin
- Set up your company websitePick a template, check the text, preview it on a phone and publish, so customers can sign in, track a shipment and contact you from your own address.Company admin
- Invite your team and manage rolesInvite users, choose their role and depots, give one-off permission exceptions, suspend or remove people and check the activity log.Company admin
- Connect your systems with API keys and webhooksCreate API keys so your own software can place and track orders, and webhooks so it hears about new orders and status changes.Customer portal
Page guides (20) · every field and button of a screen
- SettingsThe Settings home lists every settings page you may open, grouped by area, with a search box that finds a page by what it does. Once you open a page, a side menu lets you jump to any other settings page.Company admin
- Activity logThe read-only audit trail of every action in your company, its counters, date range, filters by user, module, result and severity, the entry detail panel and the CSV export.Company admin
- Customer API accessEvery customer's API keys and webhook endpoints in one place, the customer picker, creating, rotating and revoking keys, the contact a key acts as, webhook events and delivery logs, and the docs customers see.Company admin
- Business calendarOperating days, public holiday lists for Canada and the US, your own closed days, the yearly preview where you open a holiday you work, and what the calendar changes.Company admin
- Custom fieldsThe custom field list with its tabs, order, archive and delete, and every part of the field builder (basics, the 11 types and their rules, default, required, who sees it and the live preview).Company admin
- Customer experienceEvery company default for the customer portal and the public tracking link (portal access, ordering rights and cut-offs, order form field modes, tracking details, prices and documents, branding) and how customers override them.Company admin
- Proof & delivery rulesEvery setting on Settings → Proof & delivery rules — proof at pickup and delivery, minimum age, safe drop, the GPS check, delivery attempts, failure and cancel reasons, and per-service overrides — with defaults and how they combine with customer, address and order rules.Company admin
- EmailWhether email really goes out, the sender name and reply-to address, the email look, a test email, your own sending domain with its DNS records, and blocked addresses.Company admin
- Email templatesThe list of every email your company sends with its status, switch and Edit button, plus the Email theme tab with logo, colours, fonts, footer and social links.Company admin
- General settingsEvery field on General settings (company details, logo, time zone, language, currency, date and time formats, units, order prefix, default status and depot) and what each one changes.Company admin
- Handling and certificationsEvery setting on Settings → Handling and certifications — handling types with their temperature range, dangerous goods class, vehicle features, certifications and proof, and the driver certifications list — with defaults and what each one blocks or asks for.Company admin
- PermissionsThe By role grid of every role against every area with View, Edit, Create and Delete toggles that save at once, and the Per user view of one person's overrides and effective permissions.Company admin
- PrivacyData copy and erasure requests with their statuses and history, retention periods, legal holds, and who accepted the current terms and policies.Company admin
- RolesThe role cards, the add, edit and duplicate dialog with its permission grid and presets, the review step, deleting a role, and the default permissions of every built-in role.Company admin
- SMSWhether texts really go out, monthly usage against your plan, your own sender number, the sender name and quiet hours, test texts, opted-out numbers, replies and the texting rules NemiRoute applies for Canada and the US.Company admin
- Team & usersThe list of everyone who can sign in to your company, with counts by status, search, filters, export, the invite dialog and every row action.Company admin
- Team memberOne person's page in Team & users, with the Profile, Access, Documents and Activity tabs, permission overrides and the suspend, reactivate and remove actions.Company admin
- Company webhooksSend every customer's order and invoice events to your own systems: add an endpoint, pick events, keep the signing secret, test, read the delivery log, replay, rotate the secret or remove it.Company admin
- WebsiteEvery part of Settings → Website: pages, sections, templates, colours, logo, header and footer, search and sharing, messages, preview, saving, publishing and the on / off switch.Company admin
- Developers (API keys and webhooks)The Developers page of the portal: the API keys, Webhooks and Docs tabs, every field of the key and endpoint forms, and what each button changes.Customer portal
Concepts
- Audit trail and data privacyWhat the activity log records, who can read it, how long data is kept, how to answer a privacy request, what erasure does and what is kept for tax, and where personal data lives.Company admin
- The default permission matrixEvery area and every action (Read, Write, Create, Delete) for each of the six default roles, as NemiRoute ships them, plus the four role presets and the rules that apply to every role.Company admin
- Email blocksEvery block you can put in an email, what each setting does, and the Style and Visibility settings every block shares.Company admin
- The email template editorEvery control of the email editor, from the top bar and side panels to preview, checks, publishing, test sends, version history, reset and keyboard shortcuts.Company admin
- Variables in email templatesWhat a variable is, how to insert one, and the common variables by area with where each value comes from.Company admin
- Rate limits and account lockoutsHow many wrong passwords lock an account, how long a lock lasts, how many sign-in, code and request attempts are allowed per minute or hour, and what to do when you see "Too many requests".Company admin
- Security at NemiRoute: what protects your companyOne page on how sign-in, sessions, passwords, two-step sign-in, rate limits, uploads, audit trail and data privacy protect your company, and what you control as an admin.Company admin
- Sign-in, sessions and passwordsHow signing in works for your team - password rules, forgotten passwords, how long a session lasts, signing out devices, Google and Microsoft sign-in, suspended accounts - and what admins can and can't do.Company admin
- Two-step sign-inHow two-step (two-factor) sign-in works - the authenticator app, recovery codes, what happens if you lose your phone, how to turn it on, off or reset it, and who is required to use it.Company admin
- Upload and file rulesWhich files you can upload (logo, documents, proof photos, attachments, CSV imports), the size limits and what NemiRoute checks - file content, hidden scripts, filenames and virus scanning.Company admin
- Who can see whatWhat each kind of person in and around your company can see - team members, drivers, customer contacts, receivers with a tracking link, network drivers and NemiRoute staff - and which settings change it.Company admin