Question 1

How to onboard a new customer on API

Accepted Answer

Onboarding new customers to your API product is a crucial process that sets the tone for their experience with your services. This guide will walk you through a step-by-step approach to effectively onboard new customers, from creating their account to providing access to your API documentation.

Step 1: Create the Customer Account

|| User access: All roles

Access the Dashboard:

Log in to your admin dashboard or platform where you manage customer accounts and API access.

Navigate to Customer Management:
Add New Customer: Click on the option to add a new customer.
Save and Generate Account:

Step 2: Activate the API Module

|| User access: FleetiSuperAdmin, FleetiAdmin, FleetiCustomerService, FleetiCustomerServiceAdmin, FleetiSales, FleetiOperator

Go to the customer account view
Select the "Account" tab
Module Management Section In the "Module Management" section, activate the "API Access" module.

Step 3: Add a User to the Customer Account

|| User access: All roles

Select Customer Account:

Go to the recently created customer's account in your dashboard.

Navigate to User Management:

Go to the tab Fleeti One

Add New User:

Click on the option to add a new user within the selected customer account.
Use the customer's email as the user's email for easy association.

Save User Information:

Save the user's information, en

Question 2

How to migrate a client to the Premium plan

Accepted Answer

The migration of a client from one Fleeti panel to another may be necessary for various reasons, such as changing countries, modifying the plan (upgrading or downgrading), or in case of errors during initial configuration. Here is a detailed guide on how to proceed with this migration.

Steps to Follow

||| Before you begin, make sure that all mandatory information is filled in for the client's account on Fleeti Admin. ||| Especially: The address, locality, and sub-locality, the account manager, and the phone number (adhere to the format with no special characters). ||| Do not ignore error messages; create a ticket as soon as you encounter an error message that you do not understand.

1. Send an Email to Fleeti Tracking Support

The first step is to inform Fleeti Tracking support by sending an email to support@navixy.com. Make sure to include the following information in the email:

Client's User ID: Unique identifier of the client in the provider's system. || To find out the client's provider ID, go to the client/account view and copy the UserID from the Tracking Fleeti provider section.
Departure Panel ID: Identifier of the client's current panel.
Arrival Panel ID: Identifier of the panel to which the client should be moved. || To find out a panel's ID, go to the Settings/Providers menu and copy the corresponding Administrator identifier for the country and plan.

2. Wait for Confirmation from Fleeti Tracking Support

Wait f

Question 3

Replace the gateway on an asset

Accepted Answer

If your intention is to replace the gateway, a development is underway to provide a specific operational process. However, while waiting for this feature, here is the procedure to follow.

|| User access: FleetiSuperAdmin, FleetiAdmin, FleetiCustomerService, FleetiCustomerServiceAdmin, FleetiOperator, FleetiTechnician, FleetiTechnicianAdmin

How to Replace an Asset's Gateway

Go to Asset View
First, go to the view of the asset to which the gateway is currently associated in Fleeti Admin.
Find the Gateways Section
In the asset view, locate the section that displays the gateways associated with this asset.
Screenshot Capture a screenshot of the accessories related to the gateway. Ensure that the screenshot displays all the properties of the accessories table.

capture d'écran

Select "Unlink Gateway"
Check if the gateway is in the warehouse account
**Go to the Fleeti Tracking Panel of the customer's country **

Go to the gateway detail.
Click on Tracker Settings.
Open the tracker detail accordion.

Gateway Tracker Settings

Click on Replace Device and follow the instructions. ||| This step should be perfomed by the technician when doing the replacement.

Associa

Question 4

Check the configuration of an installation

Accepted Answer

Verifying the configuration of an installation in Fleeti Admin is a crucial step to ensure the proper functioning of the system. It ensures that each element of the installation is correctly configured before finalizing the process.

|| User access: FleetiSuperAdmin, FleetiAdmin, FleetiCustomerService, FleetiCustomerServiceAdmin, FleetiOperator, FleetiTechnician, FleetiTechnicianAdmin

Accessing Configuration Verification

To access configuration verification, follow these steps:

Go to the list of operations. Click on the configuration icon for the installation.
Navigate to the installation view. Click on the "Configure" button.

| Once the configuration of the gateway is validated, the verification window opens automatically.

Verification Process

The verification process focuses on checking the connection status of the gateway. The connection status must be correct for the configuration to be considered valid.

If the connection status is "Just Registered," the configuration is deemed invalid.

Verification Results

The verification result displays the current connection status and the date of the last connection. This information is crucial to assess the configuration.

You have the option to check the configuration indefinitely by clicking the "Refresh" button on the result card.

||| Until the configuration is correct, you cannot validate and finalize the configuration to proceed.

|| You have the flexibility to go back to pre

Question 5

Create an installation

Accepted Answer

Creating an installation in Fleeti Admin is a crucial step to effectively integrate and configure equipment onto an asset. This article guides you through the process of creating an installation using Fleeti Admin's features.

|| Accès utilisateur: FleetiSuperAdmin, FleetiAdmin, FleetiCustomerService, FleetiCustomerServiceAdmin, FleetiOperator, FleetiTechnician, FleetiTechnicianAdmin

Required Elements

When creating an installation, several elements are necessary:

Country: The country where the installation takes place. This field is mandatory for creating the installation.
Panel: This refers to the Fleeti Tracking admin panel. This panel is mandatory as it is where the gateway and accessories will be created and configured for this installation.

Optional Elements

There are also optional elements that can be added when creating the installation:

Customer: You can link a customer to this installation. This will help in better organizing the installations by associating them with a specific customer.
Asset: You have the option to link an asset to this installation. This information is useful to know on which equipment the installation is being performed.

Steps to Create an Installation

Follow these steps to create an installation in Fleeti Admin:

Access the Operations Menu: First, go to the operations menu in Fleeti Admin.
Click on "New Installation"
Fill in the Details: Fill in th

Question 6

Unbind a gateway on an asset

Accepted Answer

In Fleeti Admin, you have the option to detach a gateway from an asset. This action results in the gateway no longer being linked to the asset, and the asset is considered uninstalled. Here's how to proceed:

|| User access: FleetiSuperAdmin, FleetiAdmin, FleetiCustomerService, FleetiCustomerServiceAdmin, FleetiOperator, FleetiTechnician, FleetiTechnicianAdmin

How to Unbind a Gateway from an Asset

Access the Asset View
First, access the view of the asset to which the gateway is currently associated in Fleeti Admin.
Locate the Gateway Section
In the asset view, locate the section displaying the gateways associated with this asset.
Select "Unbind the Gateway"
Click on the button to display actions related to the gateway, and choose the option "Unbind the Gateway".
Confirm
A confirmation window will appear to ask you to confirm the action. Confirm the detachment of the gateway from the asset.

||| After unbinding the gateway from the asset, the gateway is moved to the warehouse account and can be used for a new operation (installation or replacement of the gateway).

||| Also, please note that although you can link this gateway again to one of the customer's assets, the feature of binding gateway to an asset will soon be deprecated from November 1, 2023.

| If your intention is to uninstall the gateway from the asset, it is recommended to move the **gatewa

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