How to access Reports on Fleet Dashboard

    Audience Fleet Admins, Fleet Managers
    Applies To Fleet Dashboard > Reports

     

    Introduction

    This article explains how to allow or restrict certain roles from accessing the Reports section on the Motive Fleet Dashboard.

     

    Steps: Accessing Reports on the Fleet Dashboard

     

    Creating Permissions for accessing Reports

    1.  Log in to the Fleet Dashboard and click Admin from the bottom left corner.

    2. Click Organization > Fleet Users in the left-hand side menu.

    3. Click the Roles and Permissions tab.

    4. Click + Create Role.

    5. Type a name for the new role. Then, scroll down to Reports.

    6. To enable access to Reports, checkmark the box.

    7. If you want to disable access, uncheck the box.

    8. Click Create. The permission to access Reports is now created.



    Enabling Permissions for accessing Reports

    1. Repeat steps 1 and 2 from the above section.

    2. Click Users.

    3. Select the user(s) to whom you want to permit access to Reports. Click on three dots. 

    4. Click Edit Roles & Groups.

    5. Select the role you created for Reports permission.

    6. Select the group(s).

    7. Click Save.

    8. Once done, specific Fleet Users with this permission enabled can now access and view the Reports section in the left navigation menu on the Fleet Dashboard.

     

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