Users Overview


The Users section in the platform allows admin-level users to add subusers to their account, and assign each a specific role. The Users feature is available to Customer, Customer Admin, Manager, Vendor, and Vendor Admin users.

To get to the Users section, expand the User      menu underneath the logo in the upper-left corner and select the Users option. In the mobile app, the Users option is available within Settings.

User Roles


There are two primary Roles within the platform: Customer and Vendor. These are the owner roles on the account, and have full access to all features.

Customer users can add several types of users to their account, and control what group(s) each user will have access to. The type of users a Customer can add are:

  1. Customer Admin - Customer Admins have full access to all features in the platform, including complete user management and group management. Unlike other customer user types on the account, Customer Admins automatically have access to all groups.
  2. Manager - Managers have full access to most Customer features in the platform. Managers have the ability to add and manage Vendor users. Managers only have visibility to units within their accessible group(s).
  3. Analyst - Analysts have read-only access to most Customer features in the platform. Analysts only have visibility to units within their accessible group(s).
  4. Contact - Contacts have full access to Issues and Inspections, and read-only access to Repair Orders, Scheduled Maintenance, Assets, and Warranties. Contacts only have visibility to units within their accessible group(s).
  5. Driver - Drivers can be associated with units, and have access to most Customer features in the platform (Billing, Telematics, and Connection features are not available to this role). A Driver will only have access to the unit(s) they are active on (within their accessible group(s)).
  6. Lessee - Lessees can be associated with units, and have access to most Customer features in the platform (Billing, Telematics, and Connection features are not available to this role). A Lessee is typically someone outside of the Customer organization that is leasing a unit in the Customer's fleet. A Lessee user can be setup with additional escrow functionality, and will only have access to the unit(s) they are active on (within their accessible group(s)).
  7. Vendor - If a vendor you are working with does not have an account to connect to, a self-managed Vendor user can be added directly by a Customer to allow for the creation of repair orders. Vendors only have visibility to units within their accessible group(s).

Vendor users can add several types of users to their account. The type of users a Vendor can add are:

  1. Vendor Admin - Vendor Admins can be added to the parent Vendor account, and have full access to most Vendor features in the platform. Admins can override default rate card values in repair orders, and can add new parts to inventory. Admins also have visibility to additional Vendor locations (if applicable).
  2. Supervisor - Supervisors have full access to most Vendor features in the platform (except Connections). Supervisors can override default rate card values in repair orders, and can add new parts to inventory. If additional Vendor locations are added, Supervisors only have access to the Vendor user that added them.
  3. Technician - Technicians have functional access to Issues, Inventory, Repair Orders, Scheduled Maintenance, Assets, and Warranties. If additional Vendor locations are added, Technicians only have access to the Vendor user that added them.
  4. Read-Only - Read-Only users have read-only access to Vendor Analytics and Billing in the platform. If additional Vendor locations are added, Read-Only users only have access to the Vendor user that added them.
  5. Vendor (additional location) - Vendors (additional locations) can be added to the parent Vendor account to allow for a Vendor with multiple locations to operate each location independently within a single Vendor account.
  6. Customer - If a customer you are working with does not have an account to connect to, a self-managed Customer user can be added directly by a Vendor to allow for the creation of repair orders. To perform a repair order for the customer, a unit must be added to the Customer account.

Adding Users


NOTE: This option is available to Customer, Customer Admin, Manager, Vendor, and Vendor Admin users.

Users with varying roles can be added to any Customer/Vendor account. To add users to your account:

  1. Within Users, tap the Manage Users option.
  2. Within the Add section:
    1. Select the user's role, and enter in the additional required information. When adding users to a Customer account, you can also set accessible groups.
    2. Tap the Add button.
  3. Within the Bulk Add section:
    1. Select the user's role, and enter in the additional required information. When adding users to a Customer account, you can also set accessible groups.
    2. Enter a single email, or enter multiple emails on separate lines. There should be NO blank emails.
    3. Enter First Name and Last Name, and optionally, enter in Username and Password (if blank, random values will be generated). Note that the number of entries for each option must match the number of emails in order to sync properly when bulk adding.
    4. Tap the Preview button.
    5. On the preview screen, you will get a chance to review all the details in an organized grid format. Review all the details to make sure everything is correct.
    6. Tap the Confirm button if everything is correct, or tap the Cancel button to go back and edit.

Impersonating Users


NOTE: This option is available to Customer, Customer Admin, Manager, Vendor, and Vendor Admin users.

To impersonate (i.e. temporarily sign in as) a user that you have added:

  1. Within Users, select the user you would like to impersonate.
  2. Select the tab.
  3. Tap the Impersonate button.

Editing Roles


NOTE: This option is available to Customer, Customer Admin, Manager, Vendor, and Vendor Admin users.

To edit the role of an existing user in a Customer or Vendor account:

  1. Within Users, select the user you would like to edit from the list.
  2. Select the Role tab.
  3. Role - Select the new role for the user. To remove a user from your account, you can select Removed.
  4. Tap the Update button.

Editing Username/Password


NOTE: This option is available to Customer, Customer Admin, Manager, Vendor, and Vendor Admin users.

To edit the username and/or password of an existing user in a Customer or Vendor account:

  1. Within Users, select the user you would like to edit from the list.
  2. Select the Username or Password tab.
  3. After updating, tap the Update button.

Group Access


NOTE: This option is available to Customer, Customer Admin, and Manager users.

Customers can control which groups each user on the account has access to. If a user has access to a group, they will have access to all units within that group (Driver and Lessee users will only have access to the units they are active on, within the groups they have access to). To modify group access:

  1. Within Users, select the user you would like to edit from the list.
  2. Select the Group Access tab.
  3. Accessible Group(s) - Select the group(s) that the user should have access to.
  4. Tap the Update button.

Bulk Updating Users


NOTE: This option is available to Customer, Customer Admin, Manager, Vendor, and Vendor Admin users.

Users can be updated individually, or updated in bulk. To update user(s) in bulk:

  1. Within Users, tap the Manage Users option.
  2. Select the Bulk Update tab.
  3. Enter in the corresponding data in each available box. Note that the number of entries for each option must match the number of users in order to sync properly when bulk updating.
  4. Tap the Preview button.
  5. On the preview screen, you will get a chance to review the update details in an organized grid format. Review all the details to make sure everything is correct.
  6. Tap the Confirm button if everything is correct, or tap the Cancel button to go back and edit.

Sign-In History


NOTE: This option is available to Customer, Customer Admin, and Vendor users.

Customers and Vendors can view 365 days of sub-user sign-in history. To view sign-in history:

  1. Within Users, select the user you would like to view from the list.
  2. Select the Sign Ins tab.

Company Information


NOTE: This option is available to Customer, Customer Admin, Manager, Vendor, and Vendor Admin users.

To view/edit details of Customer and/or Vendor users that you have added to your account, go to Users and tap the icon that appears next to the Company Name. When viewing company information, the following tabs will be available:

  1. The Profile tab will show general information about the Customer/Vendor.
  2. The Notes tab will allow you to enter text notes about the Customer/Vendor, and also include file attachments.
  3. The Contacts tab will allow you to add user contact information for the Customer/Vendor.

Vendor company information will have additional tabs:

  1. The RO Declines tab allows for viewing/editing instances of an RO being declined by a vendor (this tab is only visible to Customer, Customer Admin, and Manager users).
  2. The Rate Card tab will show the rate card as added within Settings.
  3. The Services tab will show the list of services offered by the vendor.
  4. The Hours of Operation tab will show the vendor's hours of operation.

Company information can be accessed via the icon in multiple situations:

  • When a Customer is creating an RO using an added (self-managed) Vendor, the icon will appear next to Repair Info.
  • When a Vendor is creating an RO using an added (self-managed) Customer, the icon will appear next to Customer Info. In addition, when a Vendor is creating an RO using an added (self-managed) Customer, the Vendor will be able to link to company contacts while adding public/private notes.

Tagging a User


NOTE: This option is available to Customer, Customer Admin, Vendor, and Vendor Admin users.

Custom tag(s) can be added to Customer and Vendor users, which can then be used as additional filtering options within analytics. To tag a Customer/Vendor:

  1. Within Users, tap the icon that appears next to the Customer/Vendor user.
  2. On the Company Info page, tap the button under the Profile tab.
  3. Next, select the tag(s) you'd like to add to the user under the Available Tags tab, or create a new tag under the Create Tag tab.
  4. Tap the Update button.