Contact Information

Video Tutorial Coming Soon

Fleet Account Contact Information refers to the contact details associated with a fleet account. This information is used to identify and communicate with the organization or primary contact responsible for managing the fleet.

1. Click the Administration menu then select Contact Information.

   

2. In the top-right corner, click New Contact.

   

3. On the Contact Type dropdown. Based on the contact's responsibilities. Multiple contact types can be selected for the same contact.

   Billing User: Responsible for billing, invoices, payments, and other financial matters related to the account.

   Legal User: Responsible for legal matters, agreements, contracts, and other legal communications.

   Super User: Has a high level of access and is typically responsible for managing or overseeing the system and account.

   Technical User: Responsible for technical matters, system support, integrations, troubleshooting, and technical communications.

   

   Select an existing user to automatically use their profile details for the contact. Alternatively, leave this field blank and manually enter the contact's details, such as first name, last name, and email address.