Creating a customer

It's quick and easy to on-board new customers to the Fleet portal.

Goals

• Confidently setup a new customer in Fleet.

Getting started

You'll need to follow three steps:

1. Create a customer.
2. Create at least one user.
3. Provide the customer with access details.

Create a customer

1. Navigate to https://fleet.repcoservice.net/ and login.
2. Click on Customers:
3. Click the Create a new customer button:
4. On the create new customer page, you will at a minimum need to fill out any details that are mandatory, these are marked with a *:
   1. Make sure you set them to Active.
   2. Click the Save button.

Create a user

1. Use the menu to navigate to Users.
2. Click the Create a new user button.
3. On the create new user page, you will at a minimum need to fill out any details that are mandatory, these are marked with a *:
   1. Make sure you assign the user to the customer you just created.
   2. Make sure you set them to Active.
   3. Click the Save button.

Provide the user with access details

With everything set up, you can now provide the Fleet customers with a link to https://fleet.repcoservice.net/ and their username and password.

Follow best practice security with password sharing and ensure you don't share a URL, username and password in the same place. For example, you might send the URL and username in an email, and the password in an SMS message.