Manage Users and Permissions

Fleet User Permissions

Dealer Administrator

• User has the ability to manage their location (add and remove users).
• User does not have access to Fleet Case when solely given Dealer Administrator permissions. Pricing (i.e. the case screen, etc.) is only accessible after including an additional pricing permission such as Manager.

Global Translator

• User has access to Fleet Case.
• User has access to Case Admin tools.

Manager

• User has access to Fleet Case.
• User has access to Case Admin tools.

Member

User has access to Fleet Case. 

Insite Reporting

Users with the Insite Reporting permissions will have an Insite account created automatically, in addition to their existing access. The Insite permissions do not affect this application's environment.

Add Users

NOTE: Before you add a user, search for them to ensure they’re not in the system (to prevent duplicate users).

To search for a user:

1. To start your search, click Portal from the top menu bar.
2. From the My Locations section of the Portal page, click the [Manage] link to the right of the location for which you want to add the user.
3. On the Current Users page, in the Add User section at the bottom of the page, enter the email address of the new user, then click FIND USER.
   
   
4. If an account for the desired user already exists, the Permissions Editor page will display. If necessary, you can update the appropriate permissions for the user and click SAVE PERMISSIONS. 
   

   NOTE: Once the permissions are saved, you must contact Decisiv support to reset the password for the user.

5. If the user’s account does not already exist, a red message bar will display at the top of the page and you will need to add them as a new user.

To add a new user:

1. Enter the email address for the new user, and click Create User.
   
   
   
2. On the Create User page, enter the following:
   • Username
   • Password (click the ? button to view Password Requirements)
   • First Name
   • Last Name
   • Email
3. When finished entering user details, scroll to the bottom and click CREATE NEW DEALER USER. 
   
   
   
4. On the Permission Editor page, select the desired permissions, then click SAVE PERMISSIONS.
5. Once the permissions save successfully, a green banner will display at the top of the Current Users page.
6. The new user will appear in the list of users for the location.
7. Provide the new user with their username and password.

They can now log into the application. 

Edit a User

You can add or remove permissions for a user as well as edit anything about their account except for their username, email, or password.

To reset a user's password, see below: Reset a User's Password

NOTE: Any time you make a change to the user's account, they will receive an email notification telling them what was changed.

After you submit any changes to a user's permissions, the next time the user logs in or goes to another page (if they're already logged in), the new permissions take effect.

To edit the profile or permissions for a user:

1. If you’re not already on the Portal page, click Portal from the menu bar.
2. From the My Locations list, click the [Manage] link next to the location the user belongs to.
3. On the Current Users page, click the [Edit] link next to the user you want to edit.
   Two tabs will appear on the Edit User page:
   • User Profile: where you can edit any details about their account except for their username and password
   • Permissions: where you can add or remove the permissions they have to that location
4. Select a tab and make your changes as needed.
5. Click SAVE CHANGES or SAVE PERMISSIONS as needed. 

Once the changes are saved successfully, a green banner will display at the top of the Current Users page. The user will notice the changes the next time they log in or refresh their screen (if they're already logged in).

Remove a User

To remove a user: 

1. If you’re not already on the Portal page, click Portal from the menu bar.
2. From the My Locations section of the Portal page, click the [Manage] link to the right of the location you want to remove the user from.
3. On the Current Users page, click the [Edit] link to the left of the user you want to remove.
4. On the Permission Editor page, uncheck all activated permissions, then click SAVE PERMISSIONS.
   
5. Once the permissions are removed successfully, a green banner will display at the top of the Current Users page. The user will no longer appear in the list of users for the location. 

Reset a User's Password

If a user is having trouble with their password, you can reset it for them by triggering an email to them that will allow them to reset it for themselves.

To reset a user's password:

1. If you’re not already on the Portal page, click Portal from the menu bar.
2. From the My Locations list, click the [Manage] link next to the location the user belongs to.
3. On the Current Users page, click the [Edit] link next to the user you want to edit.
4. On the Edit User page, make sure you're on the User Profile tab and scroll down to the Password section. 
5. Click RESET PASSWORD.

An email will be sent to the user's email that is listed on their User Profile. If they do not receive, make sure they check their Junk folder.