Fleet Advisor Hub - Navigation, Search, Profile, and Login

IMPORTANT: The Fleet Advisor Hub is currently in closed beta and only available to select Partners.
 

The sidebar navigation provides quick links to move between key pages of the Fleet Advisor Hub. Learn more about each page at the links below.

Search

Click the Search Bar at the top of the page to open the search tool, where you can quickly navigate to Fleet Advisor Hub pages, search for an account, or navigate to recently visited account pages.

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Profile Menu

Click your Profile Menu in the top right to manage your Advisor Profile, Organization Settings (if you are an Administrator), or to Log Out of the Fleet Advisor Hub.

Advisor Profile

Your Advisor Profile controls how you appear in the Fleet Advisor Hub.

  • Add or change your profile Photo (a) by clicking Pick File or dragging and dropping an image into the window
  • Change your First Name (b) or Last Name (c)
  • View the Email (d) where you will receive notifications
    • Contact your Fleet Advisor Hub Administrator to change your email address

Click the Save button to save any changes you make on this page.

Login and Password

Click Login and Password in the Advisor Settings menu to view your login information and change your password.

  • Email (a) - The email address you use to login to the Fleet Advisor Hub
    • Only your Fleet Advisor Hub Administrator can change your email address.
  • Select your Time Zone (b) using the drop-down menu.
  • Remember to click the Save button after making changes.

To change your Password:

  1. Enter your Current Password (c)
  2. Enter your New Password (d)
    • You can click Generate Secure Password (recommended) to automatically generate a password that meets the requirements
  3. Click the Save button

Organization Settings

If you are an Administrator, you have access to the Organization Settings options for General Settings and Security.

You can learn more about these settings in Manage Organization Settings and Security.