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PERMISSIONS: Only Administrators can manage Fleet Advisor Hub Advisors.
- Fleet Agents or Sales Reps with Advisors View permission can view Advisors, but cannot create, edit, or delete.
Advisors are your Fleet Advisor Hub users.
To manage your Advisors, click Advisors in the Sidebar Navigation.
Advisors Index
In the Advisors index, you can see columns for each Advisor's Status, Type, Role, Assigned Accounts, the number of times they've signed into the Fleet Advisor Hub, and the date they last signed in.
You can also use the following functions to navigate the Advisors index:
- Search for a specific Advisor
- Advisor Status - Filter the list by Active, Invited, or Deactivated Advisors
- Advisor Type - Filter the list by Owner, Admin, or Regular Advisor
- Advisor Role - Filter the list by Advisor Role
- Assigned Accounts - Filter the list by Advisors who are assigned to specific accounts
- Filters - Opens the filters sidebar with additional filtering options
- Click the + Add Advisor button to Add an Advisor
- Click Index Settings to manage the columns shown and the number of items per page
Click the More Actions Button on an Advisor's row to Edit or Deactivate them.
Edit an Advisor
Clicking the More Actions Button and selecting Edit will allow you to edit the Advisor's Basic Details, Advisor Type, and Permissions.
Deactivate and Reactivate an Advisor
Clicking the More Actions Button and selecting Deactivate will deactivate the Advisor's Fleet Advisor Hub account, and they will no longer be able to log into the Fleet Advisor Hub.
To reactivate a deactivated Advisor, click the More Actions Button again and select Reactivate.
