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Articles on:Customer Management
Manage customers

Categories

  • Customer Management
  • Operations
  • Asset management
  • System settings
API Onboarding
  • How to onboard a new customer on API
    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.Popular
Account and Settings Management
  • How to migrate a client from one panel to another
    Client Migration from One Panel to Another The migration of a client from one panel to another may be necessary for various reasons, such as changing countries, modifying the plan (upgrade/downgrade), or correcting configuration errors. Below is the complete step-by-step guide to carry out this migration smoothly and without data loss. 🔎 Preliminary Step — Check for Ongoing Operations Before requesting a user migration from one panel to another, you must verify that there arSome readers
  • Customer module management
    Fleeti Admin allows managing the modules to which the client has access. How to Find the List of Modules For each client, the list of active or inactive modules can be found in the "Account" tab of the client view under the "Module Management" section. The different available modules are:Few readers
  • Add a provider to a customer
    Managing providers in a fleet management system is crucial for seamless operations. Step 1: Access the customer detail view Search the customer and go to the customer view. Step 2: Accessing Provider Management After logging in, navigate to the tab "Account". Step 3: Adding a Provider Click on the "Add Provider" button to begin the process. Step 4: Fill in Provider DetailsFew readers
  • Manage Confidential customer
    What is a Confidential Customer A confidential customer is a customer whose information is sensitive or who does not want others to be able to access information about the status or geolocation of their fleet without their approval. Impact on the Customer List The confidential customer appears in the customer list, but information about their fleet (active tags, inactive tags, etc.) is not displayed. Who Can Access Information of a Confidential Customer Only users of the customer iFew readers

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