Fleetio Drive Permissions Reference
Permissions are configured at the Role level and then given to any Regular Users assigned to that Role.
Role permissions are organized into Fleetio Modules, and each Module can be set to Full, Some, or None access.
Some access is where you can identify exactly which granular permissions should be available in a Role.
|Create||When enabled, the 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|
|View Other Trips||Ability to view Trips tracked by other users (Users can always view their own trips)|
|Edit||Ability to edit viewable Trips|
|Delete||Ability to delete viewable Trips|
|View Contact Reports||Ability to view Contact reports|
|View Trip Reports||Ability to view Trip reports|
|Create||Ability to create new Places|
|View||Ability to view existing Places|
|Edit||Ability to edit existing Places|
|Delete||Ability to delete existing Places|
|View Other Text Messages||Ability to view text messages sent by other users (users can always view their own text messages)|
|Send Text Messages||Ability to send a text message to a Driver|