Manage Users

Add a User

As an administrator, you are responsible for adding user groups and individual users to the system.

A user can be created with a single role or a combination of roles. The users' duties must not conflict with one another.

Prerequisites

Before creating an account, the user data must be recorded. This information includes:

• Username *
• Password *
• Role *
• First name
• Last name
• Company
• User reference ID
• E-mail

Mandatory fields are marked with an asterisk (*).

Available Roles (for Administrators)

Administrators can create all available user roles except Superadmin (or non-activated modules). You can find the list of roles here.

Edit a User

To edit the user, please make sure that you have the required administration rights.

1. Open the settings menu.
2. Select the "Users" tab.
3. Select the desired user from the list of users.
4. Click the "Edit" button.
5. Select the tab to be changed, make the required changes and press the "Save" button.

User Form – Tabs

General Tab

1. Add profile picture (JPEG, JPG, GIF or PNG)
2. First and last name
3. Company name
4. Username and password
   1. The login must be unique within the X4fleet system.
   2. The login may be up to 30 characters long.
   3. The password must be 4-20 characters long.
   4. Avoid using passwords that can be easily compromised, or reusing passwords from other accounts!
   5. The password entered here is a temporary password. At the first sign-in, the new user must replace it with their own password on the Set your password page and confirm with Set password. The new password must be at least 8 characters long and contain at least one lowercase and one uppercase letter, one digit and one special character. See Change Password.
5. Generate password automatically
6. Access level / group
7. User role
8. Primary language
9. Reference number
10. E-mail address
    1. The e-mail address must be verified by the end user of the account in the My Profile area.
11. The vehicle details are only relevant for the driver role. They must be pre-filled by the user on the Vehicle tab.
12. Validity period of the user account
13. To allow the user to log in, check the "Login allowed" box.
14. To allow the user to manage only their own tours, check the corresponding box.
15. To enable driving ONLY with the assistant, place a check mark in the corresponding field. See image 18.

Remove a User

To remove a user from the system, you must have the required administrator rights.

1. Open the settings menu.
2. Select the "Users" tab.
3. Select the desired user from the list.
4. Press the "Remove" button.
5. Confirm the deletion by clicking the "Remove" button again.

The username and e-mail address of a deleted user are released immediately. You can therefore create a new user with the same username or the same e-mail address right away.