How To Set Up Fleet Roles for Your End-Customer

Fleet Role functionality enables customers to manage their EV assets and transactions belonging to multi-level organizations. Organizations, or in other words user groups, can now be created by you as the system user for fleet management purposes.

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Step 1: Create a New Organization

1. Log in to your EVC-net
2. Go to Settings > New Organization
3. Fill in the Name – this would be the name of the organization you are creating (sub-user group)
4. Select Parent Organization – this is the main organization (user group), the new sub-organization will belong under
5. Click Save

Once you click Save, please be patient and do not refresh the page. It might take several minutes to create a new organization.

There is no limit on creating organizations. You can, also, create sub-organizations if necessary.

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Step 2: Give System User Fleet Role Access to End-Customers

1. Click on Settings > System users
2. Click on  + New user
3. Fill in the data in the form
4. Leave Password empty
   • the System User will be able to set their own password, once they receive an email.
5. Authentication mode > always select Two factor authentication by OTP
6. Receive Issues* > pick which way the user wants to receive incidents notifications
7. Receive newsletters > tick to receive release updates via email
8. Send e-mail > tick, so the user receives email to set their password
9. In “Access” section, determine the User Group the system user will have access to and their permissions within the group:
   • Select Standard user group* – this would be the organization you created in step 1
   • Select Roles* you want to give to the end-customer. There are 3 Fleet Role possibilities:
     • Facility manager – is like CPO, focusing on stations at the office  
     • Fleet manager – is like MSP, focusing on cards, employees, stations at employee’s home  
     • Fleet + Facility manager – you can combine the two above mentioned roles and give access to the privileges of both roles.  
10. Click Save. You have successfully set up the Fleet Role for your customer.

A new system user can be created when combining an existing email address & unique username.  

It’s extremely important to define the correct Standard User Group, which this new System user can access. Entire user groups belonging to the provider are available to select. If an irrelevant user group is selected by mistake, there’s a risk of a security breach.