Audience | Fleet Managers, Fleet Admins |
Applies To | Fleet Dashboard > Workforce |
Introduction
To enable access to Workforce Management on the Fleet Dashboard, Fleet Admins can create new roles or edit existing roles to grant the appropriate permissions.
Steps: Enabling access to Workforce Management on the Fleet Dashboard
1. Log in to the Motive Fleet Dashboard and click the Admin icon in the lower left-hand side menu.
2. Click Fleet Users.
3. Click Roles & Permissions.
4. Click +Create Role to create a new role or click Options > Edit under the Actions column to edit any existing role.
5. To select Workforce permissions for the Fleet Dashboard, scroll to the Workforce section or type Workforce Management in the search bar.
6. Checkmark the box for the following:
- View Timecards: This allows fleet users to view timecards.
- Edit Timecards: This enables fleet users to propose edits to timecards submitted by Drivers.
- Manage qualifications: This enables fleet users to access Qualification Documents and make edits to these files.
- Manage qualification templates: This allows the creation or editing of the Qualification templates.
Note: A paid Workforce Management license is required to enable permissions of Manage qualifications and Manage qualification templates. |
7. To enable Workforce Admin permissions, select Workforce under the Admin sub-section.
8. Click Create to save this role.
9. Go back to the Fleet Users page. Click Users to add fleet users to this role.
10. Click Options to add the fleet users of your choice.
11. Click Edit Roles & Groups from the dropdown.
12. A pop-up window appears. Here you can select the role that you want to apply for this specific fleet user to have access to.
13. Click Save.
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