About Fleet Roles

You must assign a fleet role to each asset installation to control the features users see when they log into that installation. Only permissions included in both the fleet role and the user’s role will be available to the user when they log into the installation.

Let’s look at an example:

Fleet Role Permissions

• Onboard > Logbook
• Onboard > Inventory > Parts
• Onboard > Logs > Wheelhouse

User 1 Role Permissions

• Onboard > Logbook
• Onboard > Personnel > History

User 2 Role Permissions

• Onboard > Logbook
• Onboard > Logs > Wheelhouse
• Onboard > Overview > To Do

When logged into the asset installation, User 1 will only see features from Onboard > Logbook, and User 2 will see features from Onboard > Logbook and Onboard > Logs > Wheelhouse. However, even though the Fleet role includes the Onboard > Inventory > Parts permission, neither user has that permission in their role so neither of them will see those features. In addition, even though User 1 has the Onboard > Personnel > History permission and User 2 has the Onboard > Overview > To Do permission, the fleet role doesn’t include either of those permissions so neither user will see those features when logged into the asset installation.

Create a New Fleet Role

You create fleet roles on the Setup > Users > Roles tab, the same as user roles. Please see this article for more information about roles.

To create a fleet role

1. On the Setup > Users > Roles tab, click New Role.
2. In the Name field, enter a name for the role.
3. From the Role Restrictions list, select Asset.
4. From the Features list, select the ones you want this role to have.
5. Click Save Changes.