Add Contacts and Enable User Access
User access is required for anyone you wish to receive email notifications, perform Inspections, view Vehicle information, etc.
For more in-depth information, explore the Contacts Overview and User Management Overview articles.
Add a Contact
Click the Quick Add Menu at the top of the screen and choose Add Contact
In the Basic Information section (a), enter the required First Name (b) and any additional information:
Enable User Access
Click User & Driver Management (a). Toggle Enable User to ON (b). Login credentials consist of either an Email or Username (c) along with a Password which you may create or auto-generate (d).
Complete any additional information as explained in the User Management Overview article, such as defining the User Type, Role, and Record Sets. When complete, click Save.
You may either provide the new User with the login credentials you have established, or initiate an Invitation from within Fleetio.
After toggling Enable User to ON, navigate to Contacts & Users > User Management > Pending (a). Click the Invite button (b) for a single User, or multi-select via checkbox (c) and click the Send Account Invitation button (d).
If necessary, you may Edit any Pending User, or find additional options in the More Actions menu (e).
The Pending User will receive an Invitation Email which includes a link to log in to Fleetio.
If an Invitation Email is caught in a SPAM folder, or otherwise fails to arrive in the User's inbox, you may easily Resend.
Navigate to Contacts & Users > User Management > Pending where you will find a More Actions menu at the end of each User row. Click the option to Resend account invitation in this menu.
Alternatively, you may click this link and type the Email Address to Resend:
Add Multiple Users
Save time and effort with the Add Multiple Users feature to quickly create many new Users in your account at once. This process automatically creates Contact records associated with these Users.
You'll want to keep your Users informed of upcoming Services and Vehicle Renewals.