Manage Account Settings & Permissions

Custom Fields Overview

PERMISSIONS: Only Account Owners and Administrators can define Custom Fields and ...

Maintenance Settings

Within Account Settings, the Maintenance Settings section provides various settin...

Integration Links

Integration Links allow you to create links to external websites. These links are...

Record Sets

Most Users only need access to a limited selection of records in your fleet, and ...

Creating an Automation

Fleetio Automations give you the ability to set uplogic-based workflows that auto...

Automations Overview

Using Fleetio Automations, you can set up logic-based workflows that automate key...

User Roles & Permissions

Roles are collections of permission settings that are applied to Regular Users to...

API Keys

Fleetio's API (Application Programming Interface) allows access to Fleetio data r...

Custom Widgets

Custom Widgets enable you to create your own Dashboard sections, displaying custo...

User Notification Settings

NOTE: If your users utilize Fleetio Go in Spanish, Notifications will not be tran...

Fuel Settings

There are numerous Fuel Settings which affect your fuel-related data in the Fleet...

User Management Overview

Users are special Contacts who have been granted access to log in and access your...

Fleetio Manage Permissions Reference

Fleetio modules (for example, Vehicles, Fuel Entries, Issues, etc.) in a Role can...

User Profile, Login & Password, and Notification Settings

Customize your User Profile, Login and password information, and Notification Set...

Settings Overview

Below are brief descriptions of the Account Settings found in each section of the...

Labels Overview

Fleetio introduced the concept of Labels to help users prioritize and categorize ...

Account Settings: General Settings

Your General Settings in Fleetio allow you to make changes to high-level aspects ...

Sample Data

When you start a free trial, your Fleetio account will include sample data. These...

External Vehicle IDs

Sometimes systems outside of Fleetio may identify data records differently. For e...

Dates and Times in Fleetio

Fleetio accommodates the needs of organizations that operate in different countri...

Fleetio Account Ownership Policy

Who owns a Fleetio Account? A Fleetio Account is owned by a single User. When you...

Multiple Accounts

Some Fleetio Users and partners may have access to multiple Fleetio Accounts. Thi...

Roles and Record Sets Training Video

TIP: In addition to the video below, be sure to review the complete set of resour...

Groups & Subgroups

Fleetio allows you to create a hierarchy of Groups and Subgroups. This can help y...

Field Management

Field Management consolidates all your standard and custom fields into a single s...