Creating Fleet User Roles

Go to the Administration menu, then select User Roles.

Click on Fleet Account.

Click the three dots and select New User Role.

Enter a Title for the role.

Choose whether the role will have full administrative permissions.

Set account access level, once done click Submit

Once you have successfully created the user role, you will be directed to a screen where you can manually complete the setup.

Configure Role Settings:

Option A: Copy Settings from Existing Role

From the top right corner, click three dots and select Copy Settings from Another User Role.

Option B: Link to a User Profile

Profiles help manage permissions across multiple roles.