Adding a new team member to PZU iFlota ensures that the right individuals have access to the fleet management tools they need. Follow these steps to add a team member to the system:

Step 1: Navigate to Access Management

  1. On the main dashboard, click the menu icon (three dots) in the top-right corner.

  2. Select Access Management from the dropdown menu.

Step 2: Add a New User

  1. Click the Add User button in the Access Management section.

  2. Fill in the required details for the new team member:

    • User Type: Choose the appropriate role for the team member (e.g., Admin, Fleet Manager, HR Manager, or Broker).

    • First Name and Last Name: Enter the full name of the team member.

    • Email: Provide their email address, which will be used for login and communication.

    • Phone Number: Add a phone number if necessary.

    • Vehicle Groups (optional): If applicable, select the group of vehicles this user should manage.

  3. Click Add User to save the user details.

Step 3: User Invitation and Access Link

  1. Email Invitation:

    • Once the user is added, the system will send an email invitation to their registered email address.

    • The user must use the invitation link within one hour to join the fleet system.

  2. Resending the Link:

    • If the invitation link expires, you can resend it from the Access Management section.

    • Click the email icon next to the user's name to resend the link.

  3. Sharing the Link:

    • You can also copy the invitation link from the Access Management section and share it directly with the user via text, Slack, Teams, or other communication tools.

Managing User Permissions

  • Once the user is added, you can:

    • Edit User Information:

      • Click the pencil icon next to their name to update their details or change their assigned role.

    • Remove a User:

      • Click the trash bin icon to permanently remove a user from the system.

Need Assistance?

If you encounter any issues while adding a new team member:

  1. Check the Knowledge Base:

    • Browse for related articles on user management.

  2. Contact Us:

    • Chat Support: Use the chat window in the lower-right corner of the PZU  iFLOTA page.

    • Email: Write to us at pzuiflota@vivadrive.io.

Adding new team members ensures your fleet management system stays organized and accessible to the right people. Keep your team updated to maximize the benefits of PZU iFlota.