As a fleet manager you are able to give other people permission to also manage the fleet of the company.
How to invite new fleet managers?
Go to Settings > Users & security
Click the button '➕ Add user' to invite another person
How to remove access?
Go to Settings > Users & security
Click to open the admin you want to edit
Click the trashcan-icon (🗑️) to remove access.
How to change a role?
Go to Settings > Users & security
Click to open the admin you want to edit
Select another role (or entity) from the dropdown list and save
User Roles and permissions guide
Roles help keep your organization secure, efficient, and clear in day-to-day workflows. By assigning the right access to the right people and sensitive actions stay protected.
Role overviews
Fleet Administrator: Power user with end-to-end control of the platform. Can configure settings, manage users and entities, and perform all operational tasks across fleets for which they have access.
Entity Manager: Operations-focused role for managing day-to-day activities of specific assigned entities. Can manage drivers, vehicles, and charge passes, process reimbursements and view insights of assigned entities.
Viewer: Read-only role for stakeholders who need visibility without making changes. Ideal for leaders who rely on dashboards, reports, and exports.
Finance Manager: Financially scoped role focused on billing, payouts, invoicing, and cost controls. Can review invoices and manage billing-related settings while having limited operational access.
Legend
✅ Full access (view + create/edit/delete)
👁️ View only
❌ No access
Permissions Overview
Dashboards & exports
Functionality | Fleet Administrator | Entity Manager | Viewer | Finance Manager |
Dashboards | ✅ | ✅ Assigned entities only | 👁️ Assigned entities only | 👁️ Assigned entities only |
Data exports | ✅ | ✅ Assigned entities only | 👁️ Assigned entities only | 👁️ Assigned entities only |
Reimbursements management
Functionality | Fleet Administrator | Entity Manager | Viewer | Finance Manager |
Reimbursements history | ✅ | ✅ Assigned entities only | 👁️ Assigned entities only | ✅ Assigned entities only |
Ongoing & closed months | ✅ | ✅ Assigned entities only | 👁️ Assigned entities only | ✅ Assigned entities only |
Fleet management
Functionality | Fleet Administrator | Entity Manager | Viewer | Finance Manager |
Manage invites | ✅ | ✅ Assigned entities only | 👁️ Assigned entities only | 👁️ Assigned entities only |
Manage drivers | ✅ | ✅ Assigned entities only | 👁️ Assigned entities only | 👁️ Assigned entities only |
Manage vehicles | ✅ | ✅ Assigned entities only | 👁️ Assigned entities only | 👁️ Assigned entities only |
Manage charge passes | ✅ | ✅ Assigned entities only | 👁️ Assigned entities only | 👁️ Assigned entities only |
Fleet management settings
Functionality | Fleet Administrator | Entity Manager | Viewer | Finance Manager |
Charging locations | ✅ | ✅ Assigned entities only | 👁️ Assigned entities only | 👁️ Assigned entities only |
Payout rules | ✅ | ✅ Assigned entities only | 👁️ Assigned entities only | 👁️ Assigned entities only |
Cost control rules | ✅ | ✅ Assigned entities only | 👁️ Assigned entities only | 👁️ Assigned entities only |
Platform settings
Functionality | Fleet Administrator | Entity Manager | Viewer | Finance Manager |
Users & security | ✅ | ✅ Assigned entities only | 👁️ Assigned entities only | 👁️ Assigned entities only |
Entities & groups | ✅ | ✅ Assigned entities only | 👁️ Assigned entities only | ✅ Assigned entities only |
Integrations | ✅ | ✅ | 👁️ | 👁️ |
Plan & invoicing | ✅ | ✅ Assigned entities only | 👁️ Assigned entities only | ✅ Assigned entities only |