Overview
Assigning user permissions can feel overwhelming, but aligning access levels with key roles in your organization helps streamline operations and ensure data security.
This article provides suggested permission settings based on common fleet management personas, including executives, finance teams, office administrators, fleet managers, as well as safety or compliance officers. By tailoring permissions to each role’s needs, you can empower users with the tools they need while maintaining control and protecting sensitive information. Use these recommendations as a starting point to build a permission structure that fits your organization.
Table of Contents
- Create a User Role Template
- User Permissions by Persona
Creating a User Role Template
On IntelliShift, create user role templates to establish set permissions by persona.
When a new employee joins the company use the template to streamline your operations. Create new users with confidence, ensuring they have all the tools they need at their fingertips without the risk of exposing something they shouldn't be able to manage.
Learn more about creating and managing users within our article View, Add, or Edit a User.
User Permissions by Persona
Please note, all fleets are different.
This table below offers general suggestions based on best practices from IntelliShift's customers. It's very important to work with your team internally as well as your project manager and/or account manager to ensure you have the appropriate permissions to reach your key business objectives.
It's best to ask yourself and your team the following questions:
- What types of activities do [ROLE]s perform?
- What types of things does [ROLE] need to see?
- What types of things should [ROLE] NOT be able to see or do?
The answers to these questions will guide you in how to permission your users. To learn more about each permission toggle either navigate to the "Start here!" product articles or the general article for User Types & User Permissions.
*Scroll table left/right using the scroll bar at the bottom of the table.
| Permissions | Executive | Office/Admin | Office/Finance | Operations | Safety/Risk/Compliance | Fleet Manager | Maintenance |
| User Type |
Account Administrator |
Account Administrator OR Administrator
|
Regular | Regular | Regular | Regular | Regular |
| Administration |
(Automatically has Admin Settings) + Administration
|
(Automatically has Admin Settings) + Administration
|
Administration
|
Administration
|
Administration
|
Administration
|
Administration
|
| Global Settings | Global Settings | Global Settings | (Off) | (Off) | (Off) | (Off) | (Off) |
| Analytics |
Fleet IQ
|
Fleet IQ
|
(Off) |
Fleet IQ
|
Fleet IQ
|
Fleet IQ
|
Fleet IQ
|
| Telematics |
Telematics
|
Telematics
|
Telematics
|
Telematics
|
Telematics
|
Telematics
|
Telematics
|
| Vehicle Service |
Vehicle Service
|
Vehicle Service
|
Vehicle Service
|
Vehicle Service
|
Vehicle Service
|
Vehicle Service
|
Vehicle Service
|
| Fuel Manager |
Fuel Manager
|
Fuel Manager
|
Fuel Manager
|
Fuel Manager
|
Fuel Manager
|
Fuel Manager
|
Fuel Manager
|
| AI Dash Cam |
AI Dash Cam
|
(None) |
(None) |
AI Dash Cam
|
AI Dash Cam
|
AI Dash Cam
|
(None) |
| Hours of Service |
Hours of Service (New)
|
Hours of Service (New)
|
Hours of Service (New)
|
Hours of Service (New)
|
Hours of Service (New)
|
Hours of Service (New)
|
(None) |
| Maintenance |
Maintenance
|
Maintenance
|
Maintenance
|
Maintenance
|
Maintenance
|
Maintenance
|
Maintenance
|
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