Available in Pro package ONLY
The first Administrator will be set up by the Support Team. Any subsequent users can be added by the Administrator.
Adding a New User
Navigate to Users:
- Go to the Administration tab.
- Select Users and click the plus sign (+) to add a new user.
Set Up User Account:
- A pop-up will appear to set up the user's account.
- Enter the name and email address (mandatory). The username will be the email address, and the welcome email will be sent here.
- The mobile number is optional and only relevant if you have upgraded to SMS notifications.
Restrict User Access (Optional):
- If you have cost centres set up, you can restrict the user's access to a certain part of the fleet.
- If not, or if you want the user to view all, select 'Default'.
Set Time Zone and Language:
- The default time zone is Europe/London and the language is English.
- You can choose an alternative language if preferred, but we recommend not adjusting the time zone as it can affect reporting. Please discuss with us if you wish to make this change.
Choose User Role:
- After selecting Next, choose the user role. The default is Administrator with the same permissions as the original setup.
- You can create new user roles with varying permissions (see User Roles).
Review and Finish:
- Review the information on the next screen.
- If everything is correct, click Finish to create the user.
The user is now created and will receive a welcome email with a prompt to create a new password and link into the platform. You can access the user record at any time to adjust the settings.
Setting Notification Preferences
Define Alert Priorities:
- Go to the Alerts tab and define whether alerts are low, medium, or high priority.
Set Notification Preferences:
- At the user level, choose how you wish to be notified. The default is 'None', but you can change it to 'Email', 'SMS', or both.
Note: SMS notifications incur an additional charge per SMS sent. This service needs to be enabled by the Support Team, so please contact them if you wish to enable this service.
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