Create and manage Fleet Pro employee profiles

Overview

You can add, edit, and manage Fleet Pro employees from the People section of the Settings. 

Add a Fleet Pro employee profile

1. Go to the navigation bar and click Settings . 

2. In the side panel, go to People > Employees. The Employees screen opens including all ServiceTitan users.

3. Click Add. The Add Employee screen opens.
    

4. In the Profile tab, enter basic information about the employee:

   1. Employee Name: Name of the employee. This is used across Fleet Pro and in reports.

   2. Company Position: Positions are used to customize notifications and training programs. Select as many positions that reflect the employee’s duties.

   3. Role: Role of the employee. This is used to set their default permissions.

   4. Business Unit (Optional:) Business unit (BU) of the employee. BUs are used for reporting purposes and to control access to certain features.

   5. Photo (Optional): Upload a photo to represent the employee. This image is used across Fleet Pro.

5. Enter the employee’s contact information:

   1. 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.

   2. Mobile Phone (Optional): Mobile phone number of the employee

   3. 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.

      
      

6. Enter the ServiceTitan employee’s details to manage their access:

   1. 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
         

7. Turn on the Enabled toggle to create an account for the employee in Fleet Pro. This creates a user in Fleet Pro.
    

8. 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

1. Go to the navigation bar and click Settings . 

2. 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.

3. For the profile you want to update, click Edit. The Edit Employee screen opens.
    

4. 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.

   
   

5. 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: 

1. Go to the navigation bar and click Settings . 

2. In the side panel, go to People > Employees. The Employees screen opens.

3. Select the employees you want to bulk change.

4. 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
      

5. Confirm the action in the pop-up notification.

Want to learn more?

• See Fleet Pro