Users

Use the User Management screen to view all users in your account and its child accounts, invite new users, edit existing user details, and delete users. This page provides a centralized view of user access across your hierarchy, helping you keep roles and contact information up to date and remove access when needed.

The ability to manage Users requires Fleet or Admin roles. For details please see User role permission availability matrix.

Invite a New User

Delete a user

Edit Information

┗ Change User role

Reset Account (Reset Password)

Edit Notification Channel

Invite a New User

You can invite new members to your account or child accounts from the Users page. Following detailed instructions shows how to invite new members.

Go to Users in the MANAGE section.

In the Users page, click Add User.

In the Add User modal window, proceed to configure and send the invitation:
1. Input the First Name, Last Name, E-mail Address, and Job Title (optional) of the individual you wish to invite.
2. From the Account dropdown, choose the account to enroll the new member. Please note that users have access to all information, including reports, for the selected account and its child accounts.
3. Within the Role dropdown, designate a role for the new member. Refer to the User role permission availability matrix to verify the capabilities of each role.
4. Click Save to send an invitation to the provided email address.

Once the invitation Email has been successfully sent, the new user will promptly receive an Email containing a URL and temporary password.

If you encounter an error while inviting a user, check whether the same email address already exists under another account. Each email address can only be associated with a single account. Registering multiple accounts with the same email address is not allowed.

Delete a user

To delete users, follow steps below:

Go to Users in the MANAGE section.

Confirm the user you’d like to delete.

Select Delete User from the three-dot menu.

Click the Delete button after confirming that you are certain you want to delete the user.

The user has been successfully deleted.

Edit Information

Users can modify certain information for individuals who are affiliated with their account or its subordinate accounts. To update user details, follow the steps below:

Go to Users in the MANAGE section.

Confirm the user you’d like to edit information

Click on Edit Information from the three-dot menu.

Review the information in the modal window. Then, select the Save option to complete the editing process.

The user's information has been successfully updated.

The Two-Factor Authentication method cannot be edited. If you wish to make changes, please consider using the Reset Account option.

For security reasons, the email address cannot be modified. If you need to change it, kindly request your organization's administrator to send you a new invitation using the updated email address.

Change User role

To change User role, Click the drop-down button and choose the role you want to change.

Note: You can only become a lower role but cannot do an upper role. However Fleet User can change other User to all User role including Fleet role.