Create and manage Fleet Pro employee profilesLast updated on 05/01/2023
You can add, edit, and manage Fleet Pro employees from the People section of the Settings.
Add a Fleet Pro employee profile
Go to the navigation bar and click Settings
.
In the side panel, go to People > Employees. The Employees screen opens including all ServiceTitan users.
Click Add.
The Add Employee screen opens.
In the Profile tab, enter basic information about the employee:
Employee Name: Name of the employee. This is used across Fleet Pro and in reports.
Company Position: Positions are used to customize notifications and training programs. Select as many positions that reflect the employee’s duties.
Role: Role of the employee. This is used to set their default permissions.
Business Unit (Optional:) Business unit (BU) of the employee. BUs are used for reporting purposes and to control access to certain features.
Photo (Optional): Upload a photo to represent the employee. This image is used across Fleet Pro.
Enter the employee’s contact information:
Email: Email address of the employee. This is used for verification purposes and to send reports. This address cannot be used with another employee profile.
Mobile Phone (Optional): Mobile phone number of the employee
Office Phone (Optional): Actual phone number the employee uses to place and receive calls while working. Note: Select Has Extension to connect to the employee directly and save time.
Enter the ServiceTitan employee’s details to manage their access:
New Account Status: Select how you want to complete the account setup:
Create an account later: Set up username and password at a later date
Send invitation via email: Employee receives an email with instructions on setting up their ServiceTitan username and password
Create username and password: Enter the employee’s ServiceTitan credentials during the profile creation process
Turn on the Enabled toggle to create an account for the employee in Fleet Pro. This creates a user in Fleet Pro.
When you’re finished, click Save Changes. Note: The Permissions tab is optional. You can always set employee permissions later.
Edit a Fleet Pro employee profile
Go to the navigation bar and click Settings
.
In the side panel, go to People > Employees. The Employees screen opens. Note: By default, the table shows active profiles. To view inactive profiles, in the Active column header, click Filter
, select Inactive, and click Filter. Tip: Click Filter
for any column header to filter the employee table for items in that column.
For the profile you want to update, click Edit.
The Edit Employee screen opens.
Make changes to the profile as needed. Tip: Click Profile Actions > Deactivate employee to make the profile inactive. Employees cannot sign in with an inactive profile.
When you’re finished, click Save Changes. If you need to edit another employee’s account, click Employees in the side panel to return to the Employees screen.
Manage employee profiles in bulk
You can make bulk changes on profiles from the Employees screen including activating and deactivating profiles and sending password reset and account invite emails:
Go to the navigation bar and click Settings
.
In the side panel, go to People > Employees. The Employees screen opens.
Select the employees you want to bulk change.
Click the Actions dropdown and select an action:
Activate: Reactivate inactive employee profiles Note: To view inactive employee profiles, in the Active column header, click Filter
, select Inactive, and click Filter.
Deactivate: Make employee profiles inactive. Employees cannot sign in with an inactive profile
Send Password Reset: Email a prompt to set a new account password to the address listed on the employee’s profile
Send Account Invite: Email an invitation to set up their account to the address listed on the employee’s profile
Confirm the action in the pop-up notification.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.