User Planning

If you've explored the documentation for creating/importing users and managing user access, you may now be asking yourself where you should start—especially for an enterprise-level implementation with a large number of users who should have different access to data and features. This article outlines the process you might take for defining different user types and dashboards prior to a user import. Plan Your User Types and Dashboard Types Before starting your import, consider the different user types and dashboard types that you want to define. User Types The types of fleet management roles vary with each business. Here is a starter list of user types that might apply to your organization. Note that the following user types describe both to data that users can see (i.e., only certain vehicles, drivers, other users, etc.) AND the features that they can use (e.g., reports, alerts, maps, etc.). The data a user can…