Sites and scoping
An organization is divided into sites — branches, depots or terminals — and any membership can additionally be restricted to a chosen set of sites. That scope, on top of roles, decides which vehicles, drivers and their related records a given user can see.
Who it's for
An organization administrator creates sites and fleet groups, invites members, and assigns their access scope; a fleet manager typically works with broad access and no scope restriction. See the canonical role names in Roles and permissions.
Key concepts
A site is a branch, depot or terminal with its own time zone — the base unit fleet records are divided by. A fleet group is an additional, optional grouping of vehicles inside a site. A site scope is the list of sites attached to a membership — an empty list means access to the whole organization.
Sites and fleet groups
An organization administrator creates sites with a name and a time zone; every vehicle, asset and driver belongs to exactly one site. Within a site you can also set up fleet groups — say, to group vehicles by customer or type — and assign vehicles to them at registration or later.
Scope on a membership
An organization administrator grants each membership, alongside its roles, an optional site scope from member management. By default the scope is empty — the member sees the whole organization. Once one or more sites are assigned, the user only sees and acts on vehicles, assets, drivers, chargers and fleet groups belonging to their sites; reading or editing a record outside that scope behaves as if the record didn't exist.
The scope also reaches records that carry no site of their own but reference a vehicle or driver that is in scope — work orders and maintenance schedules, inspections, routes and dispatch assignments, fuel transactions with their fraud flags, and charging sessions all inherit visibility from their vehicle or driver. A record with no such link at all (an unassigned route, say) stays visible to everyone — no affiliation isn't the same as belonging to someone else's site.
Dashboards, reports, safety events, compliance data (hours of service, tachograph) and live telematics positions are shown organization-wide today, regardless of a membership's site scope.
Organization settings
Beyond sites, an organization administrator manages the organization's own settings: its name, currency and default interface language, plus data residency — the region where the organization's data is stored.