> ## Documentation Index
> Fetch the complete documentation index at: https://docs.swapinga.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Users and roles

> Adding people to your fleet organization and choosing what they can do.

**Settings, Users** lists everyone with access to your fleet organization, their role, their access level, and their account status.

## 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.

<Note>
  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.
</Note>

Give the Fleet Operations role by default. Reserve Fleet Admin for the people who are
accountable for the numbers, since that role can change the daily amounts and the
reconciliation start date, both of which move every figure on the dashboard.

## Adding a user

<Steps>
  <Step title="Select Add user">
    The button sits at the top right of the user list.
  </Step>

  <Step title="Enter their name and work email address">
    The email address is what they sign in with.
  </Step>

  <Step title="Choose the role">
    Fleet Admin or Fleet Operations.
  </Step>

  <Step title="Save">
    The account is created with the status **Pending** until the person signs in for the first time.
  </Step>
</Steps>

## Managing existing users

| Action         | What it does                                                    |
| -------------- | --------------------------------------------------------------- |
| Edit role      | Moves a person between Fleet Admin and Fleet Operations         |
| Reset password | Issues a password reset for that account                        |
| Deactivate     | Removes access while keeping the record of what that person did |

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.