Contacts vs. Users Explained
Contacts and Users serve separate functions in Fleetio. It is essential to define...
Contacts Overview
PERMISSIONS: Account Owners have full access to manage both Contacts and Users. A...
Contact Renewal Types
Contact Renewal Types allow you to customize the various renewal events and activ...
Enable User Access for Contacts
Contacts and Users serve separate functions in Fleetio. A Contact is a record to ...
Vendor Overview
PERMISSIONS: Account Owners and Administrators can manage all aspects of vendor r...
Vendor Classification
Vendor Classification allows you to associate a specific Vendor with Tools, Fuel ...
Add & Invite Individual Users
This article provides quick instructions for adding Users individually. If you wi...
Vendor Location Alerts
Vendor Location Alerts in Fleetio let you know if a fuel transaction occurs outsi...
Deactivate User Access
Users are Contacts who have been granted access to log in and use your Fleetio Ac...
Vendor Import Guide
This guide provides an overview of the file requirements and supported values for...
Invite Users or Resend Invitations
A User in Fleetio is someone who can log in and access your Fleetio Account. Logi...
Contact Import Guide
IMPORTANT: The best place to find information about Data Imports in Fleetio is th...
Archive, Restore, or Delete Vendors
If you no longer need access to a vendor for normal day-to-day operations but you...
Archive, Restore, or Delete Contacts
Sometimes, you may no longer need access to a Contact in Fleetio for normal day-t...
Add Multiple Users
Adding multiple Users at once is a quick and efficient way to create new Contacts...
Contact Renewal Reminders
Contact Renewal Reminders in Fleetio help you keep track of contact-specific acti...
Merge Contacts
In the event a duplicate Contact record is created in Fleetio, you can easily Mer...
Merge Vendors
If your Fleetio account contains duplicate Vendor records, you can easily Merge V...
User Activity
Fleetio is a collaborative tool, and best practices for fleet management include ...
Guest User in Fleetio
A Guest User is automatically created when certain actions are completed within F...
Roles and Record Sets Training Video
TIP: In addition to the video below, be sure to review the complete set of resour...
User Management Overview
Users are special Contacts who have been granted access to log in and access your...
User Roles & Permissions
Roles are collections of permission settings that are applied to Regular Users to...