IMPORTANT: The Fleet Advisor Hub is currently in closed beta and only available to select Partners.
PERMISSIONS: Only advisors with the following permissions can deactivate accounts:
- Administrators
- Fleet Agents or Sales Reps with the Deactivate Accounts permission
Before you deactivate an account, be aware of the information below:
- Deactivating an account will not delete any historical data associated with that account.
- Data will remain accessible to Fleet Advisor Hub Admins in a read-only state by Impersonating an Account Owner.
- The deactivated customer will not be able to access historical data.
- The subscription associated with the account will be canceled, and the customer account owner will be informed via email that the account has been deactivated.
- If the customer attempts to log in to a deactivated account, they will see a message indicating their account is deactivated, and they will be unable to access the Fleetio system.
- Once an account has been deactivated, it cannot be reactivated in the Fleet Advisor Hub. Fleetio Customer Support must be contacted to reactivate.
To deactivate an account:
- Click Accounts in the Sidebar Navigation
- Locate the account in the index and click on it to view its Account Details
- Click the More Actions button and select Deactivate Account
- In the pop-up, click the Deactivate button
The account will now show an Inactive status, and a banner will appear on the Account Details page indicating that account information is available only as read-only.
