Skip to main content

User Settings

  • Updated

The Users tab allows administrators to manage user accounts and permissions within the system. This section ensures that users have the appropriate access and settings to perform their roles effectively.

 

Users Table

The table displays all registered users, allowing you to efficiently organize and access user details. It supports downloading, sorting, filtering, resizing columns, and other customization options. For a complete guide, refer to the article How to Use Table Options.

The table includes the following columns, each providing specific user information:

Email The user’s email address
Name The user’s name
Roles

The user access level

  • Admin: Full system access.
  • User: Limited access for specific tasks.
Created Date The date the user was created
Login Details Displays how long it has been since the user last logged in

Add or Edit a User

The Add or Edit User functionality allows administrators to create new user profiles or update existing ones, ensuring accurate access levels and up-to-date information.

Adding or editing a User uses the same form interface, accessible through two different actions:

  1. Add User: Used for creating a new user in the system.
  2. Add Installer: Allows you to create a new user with the ‘Installer’ role in the system.
  3. Edit User Option: Allows you to update the details of an existing user

The form interface is designed for simplicity and includes the following fields:

First Name The user's first name
Last Name The user's last name
Email The user's email address
Password A password for the user to log in to the systems
Roles

Assign access levels:

  • Admin: Full system access.
  • User: Limited access for specific tasks.
file-pencil.svg
Note
Access levels cannot be assigned to users with the ‘Installer’ role.
bulb-4 (1).svg
Tip
Want to learn more about what each role can access? Check out the User Roles and Permissions article.

Quick Action Menu

1. Edit a User

Opens an interface where you can configure the user's settings initially set during their creation. For more information, refer to the guide Add and Edit a User.

 

2. Delete a User

Permanently removes the selected user from the system.

file-pencil.svg
Warning
Deleting a user is a permanent action and cannot be undone.

3. Reset Password

Allows administrators to securely update a user’s login credentials. Clicking the Reset Password button opens a popup where you can enter and confirm a new password, which takes effect immediately.

Adding Users in Bulk

The bulk upload feature allows you to add multiple users to the Fleet Portal at once using a CSV template. This eliminates the need to create users one by one and saves time when setting up access for large teams.

How to Upload Users in Bulk

  1. Navigate to the Users page in the Fleet Portal.
  2. Click the Add Multiple Users button.
  3. Fill in the template with your user details.
  4. Upload the completed file and click Submit.

Template Fields

Field Description
email The user's email address
firstName The user's first name
lastName The user's last name
password The user's initial password
role The role assigned to the user (e.g., Admin, Viewer)
file-pencil.svg
Note
Always use the provided template when uploading users in bulk. Uploading a file with missing or incorrectly formatted columns may cause the upload to fail.