Adding a broker or agent in the PZU iFlota system requires specific permissions and proper user setup. If you are experiencing issues adding a broker/agent, follow these steps to resolve the problem:

Steps to Add a Broker/Agent

  1. Access the User Management Section:

    • Navigate to Access Management from the dashboard.
    • In the Users section, click on the Add User button.

  2. Enter Broker/Agent Details:

    • Fill in the required fields, such as:
      • Name: The broker/agent’s name.
      • User Type: Select Broker or Agent from the dropdown menu.
      • Email Address: Provide their valid email.
      • Contact Number (optional).
    • Assign the Vehicle Groups the broker/agent will have access to.

  3. Set Permissions:

    • Ensure the broker/agent has access to the appropriate data by managing their permissions.
    • Use the Manage Access section to define which groups and modules they can view.

  4. Save the Changes:

    • Click Save to complete the addition process.
    • The broker/agent will receive an invitation via email to activate their account.

Common Issues and Resolutions

  1. Lack of Permissions:

    • Ensure your account has Admin rights. Only Admin users can add brokers/agents to the system.
    • If you don’t have Admin permissions, contact your system administrator for assistance.

  2. Invalid Email or Duplicate User:

    • Verify that the email address is correct and not already associated with another account in the system.

  3. System Error or Glitch:

    • Log out and log back into the system to ensure your session is updated.
    • Clear your browser cache or try using a different browser.

  4. Missing Vehicle Group Assignment:

    • Brokers/agents must be assigned at least one Vehicle Group or all Vehicles. Ensure this step is completed before saving.

Still Having Trouble?

  • Contact Support: Use the chat option in the bottom-right corner of the PZU iFlota system.
  • Email Us: Reach out to pzuiflota@vivadrive.io with details of the issue, including screenshots if possible.

By ensuring proper permissions and completing all required fields, you can successfully add brokers/agents to your PZU iFlota account.