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How to Place Onboarding Motive Card Orders Using the Fleet Dashboard

Updated
Audience Fleet Admins
Applies To Fleet Dashboard > Motive Cards

 

Introduction

The Self-serve Card Ordering feature enables customers to customize and order Motive Cards directly during the onboarding process, eliminating the need for manual internal communication.

 

Steps: Editing Motive Card

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

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2. Click Cards.

3. Click Confirm to modify the card order detail if all details entered are correct.

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Customizing Card Style

1. Click Change in Style section.

Note: Style changes are only available for fleets with more than 50 vehicles. Fleets with fewer than 50 vehicles can still place custom Card ID orders after onboarding by using the regular order flow.
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2. To order a Custom Card ID, select the Assignees from Drivers, Vehicles, and Fleet Users.

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3. Confirm the added users

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8. Once done, click Confirm.
 

Adding shipping address

1. To add the shipping address, add the details.

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2. From the Shipping Address dropdown, select the location.

3. Click Confirm.

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Note: To verify this new address, please provide:

  • A copy of the requester's driver's license
  • One unaltered document showing both the business name and address.

Acceptable documents include bank statements, utility bills, insurance statements, or signed lease agreements.

 

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