Configure company and office details
Review the company profile and office information that operational users rely on across Backoffice.
Administrators
Role guide
Help for administrators.
Start with the workflows most relevant to your responsibilities.
Get oriented in OpenLimo Backoffice
Understand where operational work lives and use a safe checklist before configuring a live company.
AdministratorsDispatchersFinance teams
Initial platform setup checklist
Configure an OpenLimo company in a controlled order and verify each operational dependency before launch.
Administrators
Manage team access and permissions
Add operational users, assign the least access they need, and verify sensitive areas with a role-based test.
Administrators
Move from Backoffice to pricing and zones
Use Backoffice entry points to open the correct Studio workspace for rate plans or service geography.
Administrators
Prepare fleet resources for operations
Review drivers, vehicles, vehicle types, and fleet groupings before dispatchers begin assigning trips.
AdministratorsDispatchers
Review an affiliate farm-out workflow
Confirm partner, trip, assignment, and settlement context before sending work outside the operating company.
DispatchersFinance teamsAdministrators
Review driver pay, balances, and payouts
Reconcile driver work through settlements and balances before completing a payout.
Finance teamsAdministrators
Review operational integrations
Identify integration ownership, credentials, and test responsibilities before enabling a connected workflow.
Administrators
Review operations settings safely
Use a before-and-after checklist when changing configuration that can affect dispatch and daily workflows.
AdministratorsDispatchers
Review payment and preauthorization settings
Configure payment behavior with a finance owner and verify it using an approved, non-live test workflow.
AdministratorsFinance teams
Review payments, refunds, and credits
Trace payment history first, then use the adjustment that matches the approved financial outcome.
Finance teamsAdministrators
Review Studio pricing settings
Review cross-cutting pricing behavior and understand which office and vehicle values are synchronized from Backoffice.
AdministratorsFinance teams
Troubleshoot a missing or unexpected Dispatch item
Check date, view, filters, reservation state, and permissions before recreating work or escalating an issue.
DispatchersAdministrators
Troubleshoot a pricing rule that did not apply
Check plan status, scope, geography, conditions, and priority before duplicating or overriding a rule.
AdministratorsFinance teams
Troubleshoot an unexpected Billing amount
Trace the amount from report or invoice back to its contributing records before applying an adjustment.
Finance teamsAdministrators
Understand Backoffice settings
Navigate the company, operations, team, payment, pricing, and zone entry points without making speculative changes.
Administrators
Understand the Backoffice Billing workspace
Navigate receivables, partner payouts, driver pay, and reports while preserving the distinction between each workflow.
Finance teamsAdministrators
Understand the Studio pricing workspace
Learn how rate plans, rules, elements, settings, and testing tools fit together before changing pricing.
AdministratorsDispatchersFinance teams
Understand zones in Studio
Use Zone Explorer to review service geography and understand how zones participate in pricing decisions.
AdministratorsDispatchers
Use Billing reports responsibly
Choose the report that answers the business question and record filters and timing with exported results.
Finance teamsAdministrators
Use Studio quote tools to verify pricing
Calculate representative trips, inspect stored quotes, and use results as evidence during pricing review.
AdministratorsDispatchersFinance teams
Use the Dispatch board
Read the operational board, apply focused views, and keep changes tied to the reservation you intend to manage.
DispatchersAdministrators
Work the Needs Attention queue
Triage operational warnings by impact, investigate the underlying reservation, and document the resolution.
DispatchersAdministrators