Table of Contents
When you have multiple people managing your business, you need to give them access based on their role in the organization. Our software allows you to offer access for admins, limited users and drivers.
The benefit of adding your drivers to the system is the ability to monitor and create notifications based on their behavior, in addition to monitoring your assets.
Adding your drivers also offers them the ability to use the mobile app to assign jobs, upload pictures, receive notifications and more.
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Video Walkthrough |
How to Add, Edit, and Delete Users
Users
- Click ‘Setup’ from the top toolbar and then choose ‘User Management’ from the left menu.
- Click ‘ADD NEW USER +’ in the top right corner.
- Enter an email address and user name for the new user.
- This is what the user will use to sign in to their account and where initial login information is sent.
- Choose a user type.
- Administrator:
- No restrictions.
- View all users and vehicles.
- Modify global system settings in Setup.
- Add new users and manage devices.
- Manage Groups and Group assignments.
- Update billing information, view invoices, or purchase new devices.
- Limited user:
- Can only access and manage information for all vehicles and users based on their group assignment.
- View user and vehicle locations, history, maintenance, alerts, and reports for all the vehicles within their assigned group.
- Can not modify global system settings in Setup.
- Can not add new users and vehicles.
- Can not manage groups and group assignments.
- Can not update billing information, view invoices, or purchase new devices.
- Administrator:
- Assign user to a group if you wish.
- Click ‘SAVE.’
Your newly added user will receive an email with instructions to access the portal and set up an individual password.
