How to create Custom User Roles and Assign Permissions on the Motive Fleet Dashboard

    Audience Fleet Admins
    Applies To  Fleet Dashboard > Admin > Company 

     

    Introduction

    Fleet Admins can manage, access, and improve the security of their fleet’s data with custom roles and permissions. They can either use pre-built roles or create new user roles and specify the level of access they have to a fleet’s data.

    Steps: Creating Custom User Roles and Assigning Permissions 

    Create Custom User Roles

    1. Log in to the Motive Fleet Dashboard. Click the Admin icon in the bottom left corner.

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    2. Expand the Organization dropdown and select Fleet Users. It displays a page with the names of all registered users and their roles in your fleet.

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    3. Click the + Add User button to create a custom user role.

    Add User.png

    4. Fill in the required Name and Email fields.

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    5. Enter the password in the Password section manually, or you can click on Generate Password to get an automated password for the user account.

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    6. At the end, in the Role section, select the roles that you want to assign to the fleet user from the drop-down. 

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    Note: You can choose the groups you want to assign the role to by checking or unchecking the boxes. You can also click on + to add more roles for the same user.

    7. Click the Add button to save the custom role.

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    Assign permissions

    1. Click Fleet Users to view the fleet users screen.
    2. Select Roles & Permissions. 

    3. Click +Create Role.

    4. Type the role you want to create in the Name of Role dialog box.
    5. Choose the permissions you want to assign to the role you’ve created by checking the boxes. Leave the boxes unchecked for the permissions you do not want to assign to the role.
    6. Click Create to save changes.

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    Note: You can always make changes to the permissions/level of access the new roles have to your fleet data by checking or unchecking the boxes in the future.

     

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