Help CenterTeam & settings

Invite and manage users

Admin portalTeam & settingsUpdated today

Invite your team, give each person the right roles and scope, and suspend or reset them when you need to.

Before you start
  • Only Admins and the Account owner open Users & roles. Only the owner can give the Admin role.
  • Every company user signs in at the admin address of your company.
1

Open the Users tab

Open System › Users & roles.

Users & roles › UsersSample screen
SYSTEM
Users & roles
Users & roles34Invite user
1UsersRoles
2All8Active6Invite pending1Suspended1
5 UserRolesScope6 StatusLast sign-in
Omar Siddiqui
omar@alsafa.example		DispatcherRiyadh North HubActiveToday7 ⋯
Huda Karim
huda@alsafa.example		Cashier Hub staffJeddah HubInvite pending—⋯
Yousef Nasser
yousef@alsafa.example		Viewer3 merchantsSuspended12 Oct⋯
  1. The tabs. Users and Roles. Only Admins and the Account owner open this page.
  2. Quick filters. All, Active, Invite pending and Suspended, each with a count.
  3. Search finds a person by name, email or role.
  4. Invite user opens the invite dialog.
  5. The columns. The person’s name and login email, their roles, their scope (a hub, or selected merchants), status and last sign-in. A 2FA column also shows once Fleetics has switched on two-factor login for your company.
  6. Status. Invite pending until the first sign-in, then Active. Suspended people cannot sign in.
  7. The ⋯ menu holds every action on that person.
2

Invite a person

Press Invite user. Fill in the name and login email, choose roles and scope, then send.

Users & roles › Invite userSample screen
Invite user✕
Omar Siddiqui
omar@alsafa.example
Dispatcher ✕Hub staff ✕
Riyadh North Hub ▾
All merchantsSelected merchants
Al Waha ✕Bloom & Co ✕
5 View Dispatcher permissions
Cancel6Send invite
  1. Login email. Required, and used for one login only. Once the invite is accepted the email is locked.
  2. Roles. Choose one or more. Permissions add up. Only the Account owner can give the Admin role.
  3. Hub. Required for everyone except Admins when Hub management is on. The person then sees only that hub.
  4. Merchants. All merchants, or selected merchants (at least one). The person then sees only those merchants’ data on every page, list, export, bell item and report.
  5. View permissions. Opens the role to read, and Back returns here with what you entered kept.
  6. Send invite emails a one-time link, valid for 7 days. The person is Invite pending until they set a password and sign in.
TipA new password is checked against known data breaches and refused if found. Only five characters of its hash leave the device.
3

Use the ⋯ menu

Everything you do to an existing person starts in the row menu.

Users & roles › Row menuSample screen
Huda Karim · Invite pending
1 Edit user
2 Resend invite
Send password reset
5 View activity
6 Suspend
Omar Siddiqui · Active
Edit user
3 Send password reset
4 Reset two-factor login
7 Transfer ownership to this user
Suspend
  1. Edit user changes the name, roles, hub and merchants. Changes apply at once.
  2. Resend invite emails a new one-time link. A newer link cancels the older one.
  3. Send password reset emails a one-time link that works for 1 hour.
  4. Reset two-factor login. Clears the person’s two-factor setup, so they set it up again at the next sign-in. Fleetics switches two-factor login on per company.
  5. View activity opens the Audit log for this person.
  6. Suspend opens a dialog. A suspended person is signed out everywhere and their history stays. The menu then offers Reactivate. The Account owner cannot be suspended, and nobody can suspend themselves.
  7. Transfer ownership shows for the Account owner only.
4

Suspend a person

Add a reason if you like. They are signed out everywhere and cannot sign in until you reactivate them.

Users & roles › SuspendSample screen
Suspend Huda Karim?✕
1 They will be signed out everywhere. Their history is kept.
Left the company
Cancel2Suspend
  1. What happens. The person is signed out everywhere at once and cannot sign in. Nothing they did is removed.
  2. Suspend. The reason is optional and is written to the Audit log. Reactivate brings the person back with the same roles.
5

Transfer ownership

Only the Account owner can do this. A company always has exactly one owner.

Users & roles › Transfer ownershipSample screen
Transfer ownership✕
1 The new owner becomes the Account owner. You become an Admin.
omar@alsafa.example
Cancel3Transfer ownership
  1. Always one owner. A company has exactly one Account owner. Only the owner can do this, and the previous owner stays as an Admin.
  2. The new owner’s email. Type the email of an existing user to confirm who it is.
  3. Transfer ownership applies at once and is written to the Audit log.
NoteYou become an Admin the moment ownership moves. Only the new owner can move it back.

Screens are simplified drawings with sample data. Your portal may look a little different, but the names and steps are the same.

Common questions

Can I change a person’s email?

Not after they accept the invite.

An invite expired. What now?

Press Resend invite.

Where do my drivers get the Rider app?

The Rider app is an Android app (an APK file). Fleetics gives you the download link when your company goes live. It is not in an app store yet.

Does two-factor login appear for my team?

Fleetics switches it on per company. Contact Fleetics to activate it.

What do hub and merchants limit?

Every page, list, export, bell item and report shows only that hub’s or those merchants’ data.

Related guides

Roles and permissionsThe Audit log
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On this pageOpen the Users tabInvite a personUse the ⋯ menuSuspend a personTransfer ownershipCommon questions