Add User to Account

Add User to AccountKristy Davis2019-09-03T14:29:52+00:00

If you have administrator privileges, you can add another user to your account. Follow the steps below:

1. On the main navigation, select your user ID drop-down > Account Settings.

Note: If you have access to multiple accounts and fleets, ensure the correct options are selected at the top of the home page.

2. Scroll down and click Add User.

3. The Add User window opens. Complete each field. See table for field descriptions.

Add User Window Blank

Field	Description
Email Address	Enter the user’s email address that will be associated with their account. This email cannot be changed as it will be the user’s Login ID.
Name	Enter the user’s name.
Role	Change your user’s access role: Administrator (full access): Administrators have full access to every feature within the website. Manager (full access except security): Managers have full access except the ability to manage users. Read-only Access: Read-only users can only view details and cannot make changes, such as paying bills or adding cards.
Access to Account(s)/Fleet(s)	If you have access to multiple accounts and fleets, you can assign them to your new user. You must make at least one selection.

4. When ready, click Add User.

5. The screen refreshes and your new user now displays in your list of users.

6. Use the other features on the Account Settings page as needed to manage your users:

Use Reset Password to help a user if they forgot their password. Clicking Reset Password opens a dialogue box prompting you to send a password reset email to the user.
Click the gear icon () to edit details on a user, such as changing their role.
Click Delete () to remove the user’s access to your account.