Move assets to another customer

In Fleeti Admin, you have the option to move assets from one client account to another.

User Access: Fleeti Super Admin, Fleeti Admin, Fleeti Customer Service Admin, Fleeti Customer Service

How to move an asset to a client account:

Access the asset view
Start by accessing the view of the asset you wish to migrate. Navigate to the asset using the appropriate search or selection method.

Click on "Move to another client"
Once in the asset view, click on the button to display actions related to the asset (the three dots) and select the "Move to another client" button.

Fill out the form
- Choose the client to which you want to move the asset. This field is mandatory.
It is imperative that both clients are on the same panel; otherwise, this operation will not work.

- Select the group where you want to place the asset in the client account. This field is optional.

- Click the Save button.

How to move a batch of assets to a client account:

Access the client view
Start by accessing the client view. Navigate to the client using the appropriate search or selection method.

Click on "Move assets"
Once in the client view, click on the button to display actions related to the client (the three dots) and select the "Move assets" button.

Fill out the form
- Choose the client to which you want to move the assets. This field is mandatory.
It is imperative that both clients are on the same panel; otherwise, this operation will not work.

- Select the group where you want to place the assets in the client account. This field is optional.

- Select the assets you wish to move.

- Click the Save button.

Updated on: 03/02/2025