Overview

Setting up your organization correctly is the first step to getting the most out of UnicyFalcon. This guide will walk you through the essential configuration steps.

Before You Begin

Make sure you have the following information ready:

• Your organization's legal name and business information
• Contact details (address, phone, email)
• Your company logo (recommended: 512x512 PNG)
• Time zone and preferred language settings

Step 1: Access Organization Settings

1. Log in to your UnicyFalcon dashboard
2. Click on Settings in the sidebar
3. Select Organization from the menu

Step 2: Configure Basic Information

Fill in your organization's details:

• Organization Name: Your company's official name
• Display Name: How your company appears to customers
• Logo: Upload your company logo
• Industry: Select your business sector

Step 3: Set Up Contact Information

Ensure customers can reach you:

• Primary email address
• Support phone number
• Business address

Step 4: Configure Regional Settings

• Time Zone: Set your local time zone for accurate scheduling
• Date Format: Choose your preferred date display format
• Currency: Set your default currency for invoicing

💡 Pro Tip: Complete your organization profile to appear more professional to your customers and improve trust.

Next Steps

After setting up your organization, you should:

1. Invite your team members
2. Configure roles and permissions
3. Explore the dashboard

Overview

Collaborate with your team by inviting them to your UnicyFalcon workspace. Each team member can have different roles and permissions based on their responsibilities.

How to Invite Team Members

Method 1: Email Invitation

1. Go to Settings → Team
2. Click the Invite Member button
3. Enter the team member's email address
4. Select their role (Admin, Manager, or Driver)
5. Click Send Invitation

Method 2: Bulk Import

For larger teams, you can import multiple members at once:

1. Download the CSV template
2. Fill in team member details
3. Upload the completed CSV file

Available Roles

Managing Pending Invitations

Track the status of your invitations:

• Pending: Invitation sent, waiting for acceptance
• Accepted: Team member has joined
• Expired: Invitation expired (valid for 7 days)

⚠️ Note: Invitations expire after 7 days. You can resend an invitation if it expires.

Removing Team Members

To remove a team member:

1. Go to Settings → Team
2. Find the team member in the list
3. Click the ⋮ menu and select Remove
4. Confirm the removal

Overview

UnicyFalcon uses a role-based access control (RBAC) system to manage what each team member can see and do. Understanding roles and permissions helps you maintain security while enabling productivity.

Default Roles

🔑 Super Admin

The organization owner with complete control:

• Manage billing and subscriptions
• Delete the organization
• Access all features and data
• Cannot be removed or demoted

👑 Admin

Full management capabilities:

• Manage all team members and roles
• Configure organization settings
• Access all orders and reports
• Manage integrations and API keys

📊 Manager

Operational oversight:

• View and manage all orders
• Access reports and analytics
• Manage drivers and vehicles
• Handle customer inquiries

📦 Dispatcher

Day-to-day order management:

• Create and edit orders
• Assign deliveries to drivers
• Track order status
• Communicate with drivers

🚗 Driver

Delivery execution:

• View assigned deliveries only
• Update delivery status
• Capture proof of delivery
• Access navigation

Permission Matrix

Custom Roles

Enterprise plans can create custom roles with granular permissions. Contact support to learn more about custom role configuration.

🔒 Security Tip: Follow the principle of least privilege – give team members only the permissions they need to do their job.

Overview

The UnicyFalcon dashboard is your command center for managing deliveries. This guide explains each section and how to use it effectively.

Dashboard Layout

📊 Statistics Cards

At the top of your dashboard, you'll find key metrics:

• Today's Orders: Orders created today
• In Progress: Currently active deliveries
• Completed Today: Successfully completed deliveries
• Active Drivers: Drivers currently online

🗺️ Live Map

The interactive map shows:

• Real-time driver locations
• Pending pickup points
• Delivery destinations
• Optimized routes

📋 Recent Orders

Quick access to your latest orders with status indicators:

• 🟡 Pending: Awaiting assignment
• 🔵 Assigned: Driver assigned
• 🟣 In Transit: Delivery in progress
• 🟢 Completed: Successfully delivered
• 🔴 Failed: Delivery issue

Sidebar Navigation

The sidebar provides access to all features:

• Dashboard: Overview and statistics
• Orders: Manage all orders
• Customers: Customer database
• Fleet: Drivers and vehicles
• Reports: Analytics and insights
• Settings: Configuration options

Quick Actions

Common tasks available from the dashboard:

1. + New Order: Create a new delivery order
2. Dispatch: Open the dispatch board
3. Search: Find orders, customers, or drivers

Customizing Your Dashboard

Personalize your dashboard experience:

• Drag and drop widgets to rearrange
• Show/hide specific metrics
• Set your preferred time range for statistics
• Choose light or dark theme

💡 Tip: Use keyboard shortcuts for faster navigation. Press ? to see all available shortcuts.

Overview

Congratulations on getting started with UnicyFalcon! This guide will walk you through creating and completing your first delivery from start to finish.

Prerequisites

Before your first delivery, ensure you have:

• ✅ Set up your organization
• ✅ Added at least one driver
• ✅ Configured your service area

Step 1: Create the Order

1. Click + New Order from the dashboard
2. Enter customer information:
   • Name and contact details
   • Pickup address
   • Delivery address
3. Add order details:
   • Package description
   • Size and weight (optional)
   • Special instructions
4. Set delivery preferences:
   • Preferred delivery time
   • Priority level
5. Click Create Order

Step 2: Assign a Driver

You have three options:

Option A: Auto-Assign

Let UnicyFalcon automatically select the best available driver based on location and workload.

Option B: Manual Assignment

1. Open the order details
2. Click Assign Driver
3. Select a driver from the list
4. Confirm the assignment

Option C: Dispatch Board

Use the visual dispatch board to drag and drop orders to drivers.

Step 3: Track the Delivery

Once assigned, track progress in real-time:

• View driver location on the map
• Receive status update notifications
• Estimated time of arrival (ETA)

Step 4: Complete the Delivery

The driver completes these steps:

1. Arrive at pickup location
2. Mark as Picked Up
3. Navigate to delivery address
4. Capture proof of delivery:
   • Customer signature
   • Photo confirmation
   • Delivery notes
5. Mark as Delivered

Step 5: Review and Confirm

After completion:

• Review delivery details and timeline
• Check proof of delivery photos
• Send delivery confirmation to customer
• Generate invoice if needed

🎉 Success! You've completed your first delivery. As you grow, explore features like route optimization, automated dispatch, and analytics to scale your operations.

What's Next?

• Learn about route optimization
• Add more drivers to your fleet
• Import your customer database