API Onboarding

• How to onboard a new customer on API

  When a customer requests API access, the Customer Success (CS) team must follow this process to ensure the request is handled securely and efficiently. Process Create a CRISP support request Open a new request in the CRISP support channel. Clearly state that the customer requires access to the API. Provide mandatory information Include the following details in the request: Customer reference (the unique customer identifier in Fleeti). **Contact emailSome readers

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. || User access: FleetiSuperAdmin, FleetiAdmin, FleetiCustomerService, FleetiCustomerServiceAdmin, FleetiSales, FleetiOperator 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: Module Description | API AcFew readers

• Add a provider to a customer

  Managing providers in a fleet management system is crucial for seamless operations. || Access roles: SuperAdmin, Admin, CustomerService, CustomerServiceAdmin, Operator, and Sales 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