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.

TIP: Learn more in the User Management Overview video and article.

Contacts

 
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

Trips

 
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

Reports

 
View Contact Reports Ability to view Contact reports
View Trip Reports Ability to view Trip reports

Places

 
Create Ability to create new Places
View Ability to view existing Places
Edit Ability to edit existing Places
Delete Ability to delete existing Places

Text Messages

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

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