Getting started

Localization

The documentation provides a description of the interface in Russian.

To get started with 2GIS GeoFlow: Monitoring, perform the preparatory steps depending on your role in the administrator web panel:

Main administrator

1. Register in the 2GIS GeoFlow: Monitoring administrator web panel. To learn more about registration, see the Demo access section.
2. Add administrators to the company and assign them the Company administrator role.

Company administrator

1. Register in the 2GIS GeoFlow: Monitoring administrator web panel using the invitation from the main administrator.

2. Add users to the company and assign them the Agent group manager, Dispatcher, or Employee roles depending on access level.

3. Add directories for classifying tasks and agents.

4. Add devices that will be used as location sources.

5. Create agent templates.

6. Create agents and link devices to them.

7. Create task templates.

8. Create infrastructure object templates.

9. Create objects on the map.

10. Create geofences on the map.

Dispatcher

1. Register in the 2GIS GeoFlow: Monitoring administrator web panel using the invitation from the company administrator.

2. Add skills for classifying tasks and agents.

3. Create agent groups: assign group managers and add agents to the groups.

4. Create or import tasks for agents.

5. Create shifts and add tasks and agents to them.

Agent group manager

1. Register in the 2GIS GeoFlow: Monitoring administrator web panel using the invitation from the company administrator.

2. Track the task performance of the agents from your group, view reports, and work with shift monitoring: track the location of agents in real time, view their movement history during shifts, and view performance metrics.