How to Manage User Access and Visibility

You have successfully set up your vehicles and organized them into Service Groups. This final phase of setup is about controlling who sees what in both Mission Control (for your team) and the mobile app (for your drivers). This is managed through User Groups.

User Groups are the final and most powerful link in the chain, connecting your people to your vehicles. They have two primary functions:

• Granting Vehicle Visibility: You will link a User Group directly to one or more Service Groups. This is the most important step and it controls which pools of vehicles a user can see and reserve.
• Assigning Roles & Permissions: Each User Group has a default role (e.g., Fleet Manager, Driver) that sets the permissions for its members.

This guide will walk you through the complete process of creating a User Group, granting it the correct visibility, and adding users to it.

Part 1: Create a User Group & Grant Service Group Access

This is where you will create a group and decide which vehicles its members can see.

1. In Mission Control, navigate to Organization > User Groups.

2. Click the Create User Group button.

3. Fill in the initial details:

• Name: An internal name for the group (e.g., "Standard Drivers," "West Coast Fleet Managers").
• User Group Type: Choose either Employee or Driver.
• Default Role: Assign the default permission level for new users added to this group (e.g., Fleet Manager, Driver).

4. Assign Vehicle Visibility: In the field for selecting a vehicle or service group, choose the specific Service Group(s) you want this User Group to have access to. This is the crucial step that controls which vehicles members of this group can see.

5. Click Create and Continue.

6. On the next screen, you can assign a Parent Group. By default, an admin Parent Group (e.g., an "Admin - LM Sales Demo" group) has visibility into the activities of the child group you are creating.

7. Click Finish.