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Overview

Ensure your fleet's information stays up-to-date and accurate. Manage users, operators, branches, tags, assets and more from within the "Administration" service module.

In this article, learn how to view and manage the Administration service module.

Table of Contents

• Viewing the Administration Module
• Accessing the Administration Module
• Administration Navigation Overview
• Administration Setup Checklist

Viewing the Administration Module

To view the Administration service module, select the “Administration” service module on the left-hand navigation panel.

Accessing the Administration Module

To view the Administration module, you must have one of two conditions met:

• You must be assigned the user role "Administrator" or "Account Administrator"
• You must be a assigned the user role "Regular" AND you have view only permissions assigned within the user's "Administration" permissions.

Please note, only Account Administrators and Administrators can change your permissions. 

To allow a user to view the Administration module, watch this short video.

Choose the correct permissions for the user.

• User Type (1)
  • Account Administrator
    • This user type has access to all branches.
    • This user type has Administrator access and can view, edit, and add users, operators, branches, and assets.
  • Administrator
    • This user type has access to limited branches.
    • This user type has Administrator access and can view, edit, and add users, operators, branches, and assets.
  • Regular
    • This user type has access to limited branches.
    • This user type can have "View Only" access to assets, operators, users, and branches.
• Global Settings (2)
  • This setting allows tags and company pin management within the Administration service module.
• Billing (3)
  • This setting adds the "Billing & Payments" portal to the Administration service.
• "View Only" Access
  • If viewing a "Regular" user type, you will also have the ability to grant "View Only" access for assets, operators, users, and branches.

Administration Navigation Overview

The top navigation bar includes

• Users (1)
• Operators (2)
• Branches & Tags (3)
• Assets (4)
• Billing & Payments (5)
• OEM Enrollment (6)
• Import Status (7)
• Company Pin (8)

Administration Setup Checklist

For setup best practices, please review the checklist below. These are steps in which your Project Manager, Account Manager, and/or Customer Success Team will guide you through.

Administration Setup

• User Types:
  • Carefully consider your user types and roles. Ask yourself:
    • Who will be logging into IntelliShift from my company?
    • What are they needing to see and access?
    • What should they NOT be able to see nor do?
    • How will they measure success in their role?
  • We suggested reserving the "Account Administrator" user type to a limited few individuals in your company. By default, Account Administrators have access to all branches.
• Provide IntelliShift an initial accurate list of assets, branches, users, and operators. Our team will guide you through best practices for providing this information. Please note, you can edit this information from within IntellIShift after the initial upload.

Best Practices

• Ensure your IntelliShift branches are accurate
  • Administration > Branches
• Ensure your IntelliShift fleet list is accurate
  • Administration > Assets
• Ensure your team has the correct permission toggles to manage the Administration module
  • Administration > Users
• Ensure your IntelliShift operators list is accurate
  • Administration > Operators
• User Tags to further categorize assets (e.g., Equipment vs. On-Road Vehicles) and operators (e.g., Class A CDL, Class B CDL, Class C CDL).
  • Administration > Branches & Tags > Tags
• Ensure you have a system in place to keep operator and asset pairings accurate and up to date.  Please speak with your account manager to identify the best way for you to manage asset/operator pairing. 
  • IntelliShift offers multiple ways to do this:
    • Manual Assignment
    • Automated Digital Inspection Asset/Operator Pairing
    • Company card or key fobs
• Ensure that you have defined a standard operating procedure for when new employees join or leave the company.
• Ensure that you have a standard operating procedure for when assets retire or are added to the fleet.