Advanced company configuration — defaults, exports & custom fields
Beyond the basic company and location setup, each company has advanced configuration sections for default user settings, automated data exports, custom fields, and email templates. All are accessed from the company's left sidebar.
Full company sidebar structure
Source Management | Locations, Groups, Tags |
Company Info | Opening Hours, Health Checks, Activity Log, Contacts |
Employee Settings | Roles, Password Policy, Default User Settings |
Location Management | GDPR, Locations With Assigned Users, Locations With No Assigned Users, Locations With No Sales Terminals |
Data Management | Sensor Export, Data Import, Data Templates |
Customisation | Assets, Custom Fields, Email Templates |
Default User Settings
Path: ⚙ Settings → Companies → [Company] → Employee Settings → Default User Settings
Sets company-wide defaults applied to all new users. Individual users can override these in their own profile:
Timezone | Full IANA timezone list — sets the default timezone for all new user accounts |
First day of week | Monday or Sunday — affects weekly report periods and calendar display |
Time format | 12-hour or 24-hour |
Fiscal year start date | Month and day — affects year-based reporting periods |
Temperature | Celsius or Fahrenheit — for weather widgets |
Area unit | m² or ft² — for visitors-per-area metric |
Number grouping / decimal format | 1,000.00 (EN) or 1.000,00 (EU) formatting |
Best practice: Always set the correct timezone and fiscal year before creating users. These defaults are applied at account creation — they do not retroactively update existing users.
Sensor Export (automated CSV/FTP feeds)
Path: ⚙ Settings → Companies → [Company] → Data Management → Sensor Export
Sensor Export creates automated scheduled data feeds that push raw counting data to an FTP server or downloadable CSV on a set schedule. Useful for BI tool integrations, ERP systems, or custom analytics pipelines.
The export list shows columns: Name, Sensor Interval, Send Time, Comment, with green/red dots indicating active/inactive status.
Click + New Sensor Export
Name the export (e.g.
footfall_export_{export_date}.csv)Select the sensors or locations to include
Set the data interval (hourly, daily)
Set the send time (e.g. 00:30 for an end-of-hour export)
Configure the FTP destination or download settings
Save — the export runs automatically on schedule
Custom Fields
Path: ⚙ Settings → Companies → [Company] → Customisation → Custom Fields
Add custom metadata fields to locations or sensors — for example, a store format field (Small/Medium/Large), a region field, or a contract reference number. Custom fields appear in export data and can be used for filtering in some report views.
Email Templates
Path: ⚙ Settings → Companies → [Company] → Customisation → Email Templates
Customise the automated emails sent by the platform — welcome emails, scheduled report emails, and health alert notifications. Edit the subject line and body text to match your company's communication style. Supports template variables such as {user_name}, {company_name}, and {login_url}.
Location management views
Locations With Assigned Users | Lists all locations that have at least one user with access — useful for auditing access scope |
Locations With No Assigned Users | Locations with no user access assigned — these locations will show no data to any user. Review and assign users or deactivate |
Locations With No Sales Terminals | Locations missing a POS/sales terminal link — these cannot submit or receive turnover data for the Tenant module |
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