Fleetio Manage Permissions Reference

Permissions are configured at the Role level and then given to any Regular Users assigned to that Role. Role permissions are broken down into Fleetio modules, and each module can be selected as Full, Some, or None access.

Some access is where you can dial-in exactly which granular permissions should be given to a user in a Role. Fleetio provides over 90 total Fleetio Manage permissions that can be enabled/disabled in the "Some" access levels of the Fleetio modules.

Watch the User Management video introduction & read the overview in this article.

User Permissions Reference

Permission Description
Vehicles
Create When enabled, the user will be able to create a new Vehicle. If a user only has access to certain groups of Vehicles in their Record Sets, they will only be able to create a Vehicle in that Group. 
Edit Ability to edit Vehicle details such as identification and classification info (Vehicle specs, financial info, and Custom Fields are also editable IF view permissions are also granted) on Vehicles updatable according to user's Record Sets
View Vehicle Details and Specs Ability to view Vehicle Specifications, Engine & Transmission, Wheels & Tires, and Fluids on Vehicles viewable according to user's Record Sets
View Financial Info Ability to view Purchase & Loan/Lease information on Vehicles viewable according to user's Record Sets
View Custom Fields Ability to view Vehicle Custom Fields on Vehicles viewable according to user's Record Sets
Update Vehicle Status Ability to update Vehicle statuses for Vehicles updatable according to user's Record Sets
Manage Vehicle Assignments Ability to assign and unassign Operators to Vehicles updatable according to user's Record Sets
Archive/Delete Ability to archive or delete Vehicles updatable according to user's Record Sets
View Documents Ability to view Vehicle documents on Vehicles viewable according to user's Record Sets
Manage Documents Ability to upload, edit, or delete Vehicle documents on Vehicles updatable according to user's Record Sets
Meter Entries
Create
Ability to create Meter Entries for vehicles updatable according to user's Record Sets
View Ability to view Meter Entries for vehicles viewable according to user's Record Sets
Edit Ability to edit Meter Entries for vehicles updatable according to user's Record Sets - If enabled, user must also receive the View permission 
Delete Ability to delete Meter Entries for vehicles updatable according to user's Record Sets
Fuel Entries
Create
Ability to create Fuel Entries for vehicles updatable according to user's Record Sets
View Ability to view Fuel Entries for vehicles viewable according to user's Record Sets
Edit Ability to edit Fuel Entries for vehicles updatable according to user's Record Sets - If enabled, user must also receive the View permission 
Delete Ability to delete Fuel Entries for vehicles updatable according to user's Record Sets
Issues
Create
Ability to create Issues for vehicles updatable according to user's Record Sets
View Open Issues Ability to view Open Issues for vehicles viewable according to user's Record Sets
View Resolved/Closed Issues Ability to view Resolved or Closed Issues for vehicles viewable according to user's Record Sets
Manage DTC Alerts Ability to View, Ignore, or create Issues out of DTC Alerts for vehicles updatable according to user's Record Sets

Edit Ability to edit Issues for vehicles updatable according to user's Record Setss
Delete Ability to delete Issues for vehicles updatable according to user's Record Sets
View Documents Ability to view Issue documents for vehicles viewable according to user's Record Sets
Manage Documents Ability to upload, edit, or delete Issue documents for vehicles updatable according to user's Record Sets
Service Task Management
Create
Ability to create new Service Tasks (from the Manage Service Tasks screen or while entering Service Tasks on Work Orders, Service Entries, reminders, etc.) - Does not affect a user's ability to choose existing Service Tasks in those same fields, only create new ones altogether
Edit Ability to edit Service Tasks from the Manage Service Tasks screen 
Archive/Delete Ability to archive or delete Service Tasks from the Manage Service Tasks screen   
Service Entries
Create
Ability to create Service Entries for vehicles updatable according to user's Record Sets
View Ability to view Service Entries for vehicles viewable according to user's Record Sets
View/Update Cost Information Without this permission, Labor costs, Part costs, and Tax/Total Cost line items will be uneditable and hidden from the user on viewable Service Entries
Edit Ability to edit Service Entries for vehicles updatable according to user's Record Sets - If enabled, the user must also receive the View permission.
Delete Ability to delete Service Entries for vehicles updatable according to user's Record Sets

View Documents Ability to view Service Entry documents for vehicles viewable according to user's Record Sets
Manage Documents Ability to upload, edit, or delete Service Entry documents for vehicles updatable according to user's Record Sets
Work Orders
Create
Ability to create Work Orders for vehicles updatable according to user's Record Sets
View Incomplete Statuses Ability to view Work Orders - currently in a Work Order Status that is not designated as a Completed status - for vehicles viewable according to user's Record Sets
View Completed Statuses Ability to view Work Orders - currently in a Work Order Status that is designated as a Completed status - for vehicles viewable according to user's Record Sets
View/Update Cost Information Without this permission, Labor costs, Part costs, and Discount/Tax/Total Cost line items will be uneditable and hidden from the user on viewable Work Orders 
Edit Ability to edit Work Orders for vehicles updatable according to user's Record Sets

Delete Ability to delete Work Orders for vehicles updatable according to user's Record Sets
View Documents Ability to view Service Entry documents for vehicles viewable according to user's Record Sets
Manage Documents Ability to upload, edit, or delete Service Entry documents for vehicles updatable according to user's Record Sets
Inspections
Manage Forms   
Ability to create, edit, view version history, archive, or delete Inspection Forms
Submit Inspections Ability to submit inspections for vehicles updatable according to user's Record Sets
View Other Submissions Ability to view Inspection Submissions submitted by other Users for vehicles viewable according to user's Record Sets (users can always view their own Inspection Submissions)  
Edit Submissions Ability to Acknowledge failed items and edit Meter Entries on Inspection Submissions for vehicles updatable according to user's Record Sets. No other items on Submitted Inspections are editable by any user, even by Owners or Administrators
Delete Submissions Ability to delete viewable Inspection Submissions for vehicles updatable according to user's Record Sets
Vehicle Service Reminders
Create
Ability to create Service Reminders for vehicles updatable according to user's Record Sets
View Ability to view Service Reminders for vehicles viewable according to user's Record Sets
Edit Ability to edit Service Reminders for vehicles updatable according to user's Record Sets - If enabled, user must also receive the View permission 
Delete Ability to delete Service Reminders for vehicles updatable according to user's Record Sets
Vehicle Renewal Reminders
Create
Ability to create Renewal Reminders for vehicles updatable according to user's Record Sets
View Ability to view Renewal Reminders for vehicles viewable according to user's Record Sets
Edit Ability to edit Renewal Reminders for vehicles updatable according to user's Record Sets - If enabled, user must also receive the View permission 
Delete Ability to delete Renewal Reminders for vehicles updatable according to user's Record Sets
Contacts
Create
When enabled, user will be able to create a new Contact. If a user only has access to certain groups of Contacts in their Record Sets, they will only be able to create a Contact in that Group. 
Edit Ability to edit Contacts updatable according to user's Record Sets
View Basic Info Ability to view Contact's first and last name, email address, and group on Contacts viewable according to user's Record Sets  
View Contact Info and Personal Info Ability to view Contact's phone number(s), address, job title, date of birth, and other personal details on Contacts viewable according to user's Record Sets 
View Custom Fields Ability to view Contact's Custom Fields on Contacts viewable according to user's Record Sets
Archive/Delete Ability to archive or delete Contacts updatable according to user's Record Sets
View Documents Ability to view Contact documents on Contacts viewable according to user's Record Sets
Manage Documents Ability to upload, edit, or delete Contact documents on Contacts updatable according to user's Record Sets
Contact Renewal Reminders
Create
Ability to create Renewal Reminders for Contacts updatable according to user's Record Sets
View Ability to view Renewal Reminders for Contacts viewable according to user's Record Sets
Edit Ability to edit Renewal Reminders for Contacts updatable according to user's Record Sets - If enabled, user must also receive the View permission 
Delete Ability to delete Renewal Reminders for Contacts updatable according to user's Record Sets
Vendors
Create
Ability to create a new Vendor
View Ability to view all Vendors
Edit Ability to edit Vendors - If enabled, user must also receive the View permission 
Delete Ability to delete Vendors  
Parts
Create Parts   
Ability to create a new Part
Edit Parts Ability to edit a Part details 
Update Inventory Quantities Ability to update inventory quantity for Parts that are Active and tracking inventory in Part Locations enabled in user's Record Sets    
View Part Details Ability to view a Part's profile      
View Part Activity Ability to view the Part activity (usage and inventory adjustments) for Parts that are Active and tracking inventory in Part Locations enabled in user's Record Sets
Archive/Delete Ability to archive or delete Parts
View Documents Ability to view Part documents
Manage Documents Ability to upload, edit, or delete Part documents
Purchase Orders
Create/Update Ability to create new Purchase Orders and edit existing Purchase Orders that are set-up for Part Locations enabled in user's Record Sets
Delete Ability to delete Purchase Orders that are set-up for Part Locations enabled in user's Record Sets
View Ability to view Purchase Orders that are set-up for Part Locations enabled in user's Record Sets       
Receive Purchase Orders Ability to Receive Purchase Orders that are set-up for Part Locations enabled in user's Record Sets. User does not need to have the Update Inventory Quantities Parts permission, but receiving a PO will record an inventory adjustment for the received Parts
Approve Purchase Orders Ability to Approve Purchase Orders that are set-up for Part Locations enabled in user's Record Sets
Reports
View Vehicle Reports      
Ability to view Vehicle reports (includes Vehicles, Fuel, Service, Fuel, Work Orders, Issues, and Inspections)
View Contact Reports Ability to view Contact reports
View Part reports Ability to view Parts and Purchase Order reports     

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