Fleet users and roles
Who can do what in Fleet - Admin, Fleet manager, Fleet officer, Driver and Viewer - inviting people, custom roles and the audit log.
The roles
| Role | Can |
|---|---|
| Admin | Everything: vehicles, costs, contracts, settings, users and the plan. The business owner is always an Admin. |
| Fleet manager | Every vehicle, contracts, costs to the books, fines, accidents, pool-car answers, makes and models, stages, service types, imports and links. Not users or the plan. |
| Fleet officer | Day-to-day: vehicles, drivers, odometer, fuel, services, papers, inspections and issues. |
| Driver | Their own vehicles (and pool cars): fuel, odometer, inspections, issues and pool-car bookings. Sees nothing else. |
| Viewer | Sees vehicles, costs and reports. Changes nothing. |
Every person with a role counts as a user of your plan. Drivers who only use their phone link don't need a role and are free.
Invite people
Settings > Users: type the email and pick the role. People already in your business get a role from the list. Giving someone the Driver role also makes them a driver, so you can give them vehicles.
Custom roles
(Professional plan and up.) Settings > Roles & permissions makes roles with exactly the rights you choose: vehicles and drivers, fuel, services and issues, own vehicles, contracts, costs and books, set-up lists, reports and settings.
Audit log
(Business plan.) Settings > Audit log shows who changed vehicles, drivers, fuel, services, contracts, costs, users and settings, and when.
Personal data
A driver can ask for their data or have it removed through your business's privacy tools: the driver record loses their name, phone, email and licence, while the vehicles' history (fuel, odometer, costs) stays for your records.