Account & Onboarding

User Management

Invite team members and manage permissions in your organization.

Fleetera supports role-based access control so you can grant your team members the right level of access to the platform.

Inviting team members

Organization owners and administrators can invite new users:

  1. Navigate to the Settings page
  2. Go to the Users section
  3. Enter the email address of the person you want to invite
  4. Select a role for the new user
  5. Send the invitation

The invited user will receive an email with a link to join your organization. If they don't already have a Fleetera account, they'll be guided through the signup process first.

Roles and permissions

Access control is managed through roles assigned to users in your organization. Each role grants a specific set of permissions that determine what the user can see and do in the platform.

Permission categories

CategoryReadWriteDelete
SitesView sites and site detailsCreate and edit sitesDelete sites
AssetsView assets, hierarchies, categoriesCreate and edit assetsDelete assets
ConnectorsView connectors and configurationsCreate and edit connectorsDelete connectors
DeploymentsView edge deploymentsCreate and manage deploymentsDelete deployments
BindingsView variable bindingsCreate and edit bindings
TemplatesView templates, librariesCreate and edit templates
DashboardsView dashboardsCreate and edit dashboardsDelete dashboards
SettingsView organization settingsModify settings, manage users

How permissions work

  • Permissions are evaluated at the page level — navigation items are hidden if you lack the required permission
  • Permissions are also checked at the action level — API calls validate permissions server-side
  • Some pages require multiple permissions (e.g., managing connectors requires both site read and connector write access)

Roles are assigned when inviting users to your organization. Contact your organization administrator to manage user roles, or reach out to the Fleetera team for guidance.

Platform administrators

Platform administrators have cross-tenant access and can:

  • View and manage all organizations (tenants)
  • Access system-wide settings
  • Perform administrative operations across organizations

Platform admin access is restricted to Fleetera staff and designated partners.

Next steps

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