Add Fleetio Users to Auto Integrate so they can approve Repair Orders and view Repair Order history and status. Once Users have been given Auto Integrate access, they can click any of the Go to Auto Integrate links to log into the Auto Integrate system using Single sign-on (SSO).
IMPORTANT: Maintenance Shop Network is available for all Professional and Premium Plan customers.
IMPORTANT: With SSO, Users will not be able to reset or request username or password changes on the Auto Integrate site.
To manage your Auto Integrate Users:
Click Shop Network in the Sidebar Navigation, then select Shop Payments.
Go to the Auto Integrate User Management tab to add and manage Users and their security roles.
IMPORTANT: You can no longer add or edit Users in Auto Integrate. You must add and edit Users in Fleetio ONLY.
To give a User Auto Integrate access, select + Add User Access. Select the User, then select the applicable roles, which dictate what they can see and do in Auto Integrate.
To edit a User's Auto Integrate role/user type, search and find the User, then hover over the row, click the More Actions Button, and select Edit.
A User's Auto Integrate role only dictates what they can do in Auto Integrate and doesn't correlate to their role in Fleetio. Therefore, a Regular User in Fleetio, could be an Admin within Auto Integrate. The possible Auto Integrate roles are:
- Admin - Full administrator privileges
- Manual RO Approval (default role) - Permission to manually approve Repair Orders
- User Admin - Permission to create new Auto Integrate users
- View Repair Order (default role) - Permission to view, but not approve, Repair Orders
When editing a User's access or adding User access, you can also set a Max Authorization Limit for the User.
If the Max Authorization Limit field is left blank, the User has no restrictions in place and can approve all Repair Orders. If the Max Authorization Limit field is $0 or more, this limit will be set for the User.
- For example, if the Max Authorization Limit is set to $100, the User will only be allowed to approve a Repair Order if the total transaction amount is $100 or less.
NOTE: If the Repair Order transaction total is above the Max Authorization Limit, the User will still receive the RO Approval Notification and will be able to view the RO, but they will no longer have the option to approve or reject the line items.
NOTE: The value will be applied to the User only after they log in to Auto Integrate after the value is changed in Fleetio.
