Table of Contents
In this article, we will review the Roles and Permissions specific to the Maintenance Shop Network in Fleetio to ensure Users have the correct access.
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Professional • Premium |
Shop Directory
PERMISSIONS: Only Owners and Administrators can access the Shop Visibility Settings on the top of the Directory page. This will allow for changes to the settings, such as customizing the views of unavailable shops, national providers, and independent shops.
To view the Shop Network Directory, your role must have the View Vendors access. To check if the role has access:
- Go to your Account Menu and select Settings.
- In the Settings sidebar, click Roles in the User Access section.
- Click the role you would like to view and then scroll down to the Vendors section.
- If the role has Full Access, the user will be able to see Shop Directory.
- If the role has Some Access, the View Vendors box must be checked.
Shop Payments
PERMISSIONS: Only Owners and Administrators can access the Shop Network page. Regular Users may be granted limited access to the Shop Payments Overview page by customizing their Role as described below.
You can grant access to the Shop Payments Overview page to specific team members, such as Accounting or Administrative staff. To customize the role:
- Go to your Account Menu and select Settings.
- In the Settings sidebar, click Roles in the User Access section.
- Click on the Role to update or create a new Role.
- Under the Shop Payments section, choose Full Access or Some to customize what areas of the Shop Payments Overview page you would like this Role to see.
- Click the Save button.
The options selected for the Role directly determine which sections are shown to the User on the Shop Payments Overview page. Regular Users will be able to view information on the overview and download specific statements without having access to edit any information in Shop Network.
