Enable User Access for Contacts

Contacts and Users serve separate functions in Fleetio. A Contact is a record to store information for any individual whom you either employ or do business with and does not have access to your Fleetio account. A User is enabled with the ability to log in and access your Fleetio account. Learn more about the differences in Contacts vs. Users Explained.

Enable Individual User Access

To enable User Access for an individual Contact

1. Click Contacts in the Sidebar Navigation.

2. Locate the Contact and click the More Actions Button, then select Edit.

3. In the User Access section, select Enable Access to Fleetio.
4. Choose how you'd like the contact to log in, whether with an Email or Username/Password.

5. Configure their User Type & Permissions. If you already have another contact with the exact permissions you'd like to use, click Copy from Existing Contact to duplicate the configuration.

6. When you're finished, click the Save Contact button.

Enable User Access in Bulk

To enable User access for multiple Contacts at once:

1. Click Contacts in the Sidebar Navigation

2. Click the No User Access tab to quickly locate Contacts without User access

3. Use the checkboxes (a) to select the Contacts to modify
4. Click the Actions drop-down menu (b) and select Enable User Access

5. Select the desired User Type & Permissions for the Users

6. When you're finished, click the Enable button

Invite Users

Once you have enabled User access, you can invite the new User(s) to log in and access Fleetio.

• If you entered a Username for login access, you can provide the new User(s) with the login credentials you have established.
• If you entered an Email Address for login access, you can send an email invitation from within Fleetio.