Fleet Guide Step 3: Working With User Roles

Administrators can add users as Fleet Managers, giving them access to all vessel accounts or to multiple selected accounts within the fleet.

Through User Roles, administrators control what users can view, edit, or delete.

User Profiles can include multiple roles, allowing users to have the same access and permissions across different areas.

Create the User Role

Go to the Administration menu, then select User Roles.

Create a New Fleet User Role

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.

Permissions Setup

Go to the Permissions tab then click Edit Permissions.

Create The User Profile

Users should only be added and assigned to the roles you create after your documents, manuals, and forms have been uploaded. We recommend this approach because it ensures all information is in place first, allowing you to set the correct permissions on that content.

Click on the Administrator menu.

Select User Role Profiles.

In the top right corner, click the three dots and select New Profile.

Enter a Profile Title then click Submit.

Note: This user profile will have vessel-level access only.

Configure Profile Settings:

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

OPTION A: Duplicate an Existing Profile

Click the three dots and select Create Duplicate.

Enter a new Title.

Check Create as a profile if you want this to be a user role profile, the click Submit.

OPTION B: Copy Settings from Another Role

Click the three dots and select Copy Settings from Another User Role.

Choose the role to copy from then click Submit.

OPTION C: Link a User Role to the Profile

Under the User Roles tab:

Click Link Additional User Roles.

You can also create a new one by selecting New User Role.

Adding and Disabling Fleet Users

Click the Administration menu in the top left corner of the screen, then select Users

Click the three dots in the top right corner and select New User.

Fill in the required details:

• Username
• Full Name
• Email address (This is required to send the welcome email with login instructions.)
• User Role

Example: The Fleet Manager role provides full system access, including the ability to override other users.

Once complete, click Submit.

To Manage an Existing User:

Go to the Active Users dashboard to view all current users.

Click the three-dots next to a user's name to:

• Reset Password
• Delete the user (if allowed)

Note: Some users cannot be deleted if they are tied to activity or history in the system. For those users, you can disable them instead.

Click the Edit icon next to the user’s name.

Check the box labeled Is Disabled, then click Submit.

Note: Once disabled, the user will no longer be able to log into the system.