Fleet management

Fleets let an account split its drivers, cards and vehicles into groups and hand the running of each group to a fleet manager, without giving that manager control of the whole account. This suits a company that runs charging for its staff and wants each team or site managed on its own. Fleet management is a newer capability, currently in preview and enabled per provider.

Fleets and accounts

A fleet is a grouping inside a single account, and an account can hold several. It is an administrative scope, not a billing entity: everything financial, billing plans, credit limits and reimbursement, stays at the account and token level. A fleet carries only its identity, its membership, and its own charging rules.

Members and assets

• Drivers belong to one fleet at a time, and their cards and tokens travel with them: assign a driver to a fleet and their tokens move too; remove them and the tokens leave with them, still assigned.
• Vehicles are the fleet's own assets. A vehicle is registered in the fleet and assigned to a driver, one per driver, and when a driver leaves it stays behind with the fleet.

Managing a fleet

Management rights are granted per fleet, separately from membership, in two roles:

• a fleet manager, who runs the fleet: inviting drivers, issuing and assigning cards and tokens (including requesting a batch of new ones), registering and assigning vehicles, setting charging rules and seeing usage,
• and a fleet observer, the read-only version.

Grants are given and revoked by the account's or provider's administrators. A manager's reach is limited to the fleets they hold: no account-wide or provider-wide access, and no ability to grant rights to anyone else.

Charging rules

A fleet sets where and when its drivers may charge through charging restrictions. It can carry a default restriction for all its members, and gather members into restriction groups for tighter rules on some of them, where a driver's group takes precedence over the fleet default.

One thing to watch: a fleet's rules stand on their own. If a fleet sets no default restriction, its members are unrestricted; the account's own default does not apply to a driver who is in a fleet. That is deliberate, so a fleet manager can genuinely say "no restriction" for their fleet.

Usage and sessions

A fleet has its own view of what it has run: its sessions can be searched and exported, and a usage overview breaks spend down over time, by driver and by vehicle, in the account's currency. Each is scoped to the fleet, so a manager sees their fleet and no further.