The roles
Two roles exist: Fleet Admin and Fleet Operations. Fleet Admin is the administrative role and reaches organization settings, vehicle models, and user management. Fleet Operations is the day to day collections role.The exact boundary between the two roles is being confirmed with the Swapinga team and
this section will be updated. If a menu item returns “You do not have permission”, your
account does not hold the role that screen requires. Ask a Fleet Admin in your
organization to check your role.
Adding a user
1
Select Add user
The button sits at the top right of the user list.
2
Enter their name and work email address
The email address is what they sign in with.
3
Choose the role
Fleet Admin or Fleet Operations.
4
Save
The account is created with the status Pending until the person signs in for the first time.
Managing existing users
Deactivate people who leave on the day they leave. Do not share accounts between staff: the reminder log and the payment record are only useful when they name a real person.

